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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 | $330,282 | $315,200+4.8% | $238,191+38.7% | $155,188+112.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 15.89% | 10.25%+5.6pp | 13.02%+2.9pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,583 | $8,044-5.7% | $6,726+12.7% | $6,531+16.1% |
| Admin fee / account holder | $118,225 | $48,031+146.1% | $34,582+241.9% | $14,480+716.5% |