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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 | $288,860 | $126,661+128.1% | $113,397+154.7% | $138,895+108.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.60% | 25.05%-12.4pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $12,587 | $3,456+264.2% | $2,977+322.8% | $4,194+200.1% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $16,869 | $14,549+15.9% | $11,957+41.1% | $12,562+34.3% |