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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 | $178,174+117.0% | $156,181+147.6% | $137,256+181.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.17% | 84.19%-74.0pp | 64.87%-54.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,617 | $4,972-27.2% | $4,294-15.8% | $4,156-13.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,481 | $17,404-62.8% | $14,586-55.6% | $12,270-47.2% |