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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 | $297,059 | $154,228+92.6% | $145,433+104.3% | $137,256+116.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.99% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,600 | $4,804-25.1% | $4,554-21.0% | $4,156-13.4% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,030 | $14,344-30.1% | $13,129-23.6% | $12,270-18.3% |