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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 | $299,097 | $211,105+41.7% | $178,449+67.6% | $145,978+104.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.96% | 30.19%-20.2pp | 27.09%-17.1pp | 550.52%-540.6pp |
| Employer contribution / active EE | $14,483 | $4,569+217.0% | $3,951+266.6% | $4,662+210.7% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,516 | $12,017-62.4% | $10,362-56.4% | $13,400-66.3% |