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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 | $386,701 | $254,759+51.8% | $216,567+78.6% | $198,609+94.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.17% | 10.04%+0.1pp | 12.94%-2.8pp | 202.70%-192.5pp |
| Employer contribution / active EE | $3,617 | $6,096-40.7% | $5,216-30.7% | $5,055-28.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,481 | $26,311-75.4% | $21,981-70.5% | $19,030-65.9% |