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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 | $471,767 | $127,387+270.3% | $115,038+310.1% | $125,389+276.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.95% | 31.28%-29.3pp | 26.14%-24.2pp | 282.24%-280.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $53,000 | $6,423+725.2% | $6,026+779.5% | $5,352+890.4% |
| Admin fee / account holder | $12,599 | $9,516+32.4% | $8,175+54.1% | $9,541+32.1% |