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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 | $333,708 | $160,028+108.5% | $147,080+126.9% | $145,884+128.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.97% | 98.60%-71.6pp | 420.17%-393.2pp | 551.85%-524.9pp |
| Employer contribution / active EE | $8,408 | $5,286+59.1% | $4,933+70.4% | $4,662+80.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,501 | $15,030-36.8% | $12,989-26.9% | $13,392-29.1% |