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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 | $391,018 | $156,398+150.0% | $147,318+165.4% | $138,895+181.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 33.25% | 78.75%-45.5pp | 70.43%-37.2pp | 145.39%-112.1pp |
| Employer contribution / active EE | $13,027 | $4,853+168.4% | $4,593+183.6% | $4,194+210.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,074 | $14,976-92.8% | $13,708-92.2% | $12,562-91.4% |