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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 | $287,168 | $201,344+42.6% | $184,243+55.9% | $145,877+96.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.00% | 29.01%-19.0pp | 28.82%-18.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $4,102 | $7,022-41.6% | $6,427-36.2% | $4,663-12.0% |
| Participant deferral / active EE | $5,000 | $9,807-49.0% | $9,132-45.2% | $6,691-25.3% |
| Admin fee / account holder | $107,821 | $16,382+558.2% | $13,914+674.9% | $13,402+704.5% |