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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 | $320,912 | $135,956+136.0% | $123,894+159.0% | $273,972+17.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $7,726 | $5,170+49.5% | $4,617+67.4% | $4,869+58.7% |
| Participant deferral / active EE | $10,475 | $6,343+65.2% | $5,984+75.0% | $5,287+98.1% |
| Admin fee / account holder | $4,079 | $9,817-58.4% | $8,357-51.2% | $10,133-59.7% |