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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 | $418,408 | $114,013+267.0% | $103,693+303.5% | $155,188+169.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.73% | 49.31%-36.6pp | 47.61%-34.9pp | 148.84%-136.1pp |
| Employer contribution / active EE | $4,621 | $3,131+47.6% | $2,920+58.2% | $4,248+8.8% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,862 | $8,407-30.3% | $7,858-25.4% | $14,480-59.5% |