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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,363 | $153,769+181.8% | $133,975+223.5% | $273,972+58.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.67% | 36.51%-24.8pp | 29.29%-17.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $10,194 | $6,029+69.1% | $5,211+95.6% | $4,869+109.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,915 | $11,765-7.2% | $9,324+17.1% | $10,133+7.7% |