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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 | $471,544 | $181,062+160.4% | $158,223+198.0% | $155,188+203.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.68% | 57.39%-47.7pp | 52.09%-42.4pp | 148.84%-139.2pp |
| Employer contribution / active EE | $8,571 | $4,565+87.8% | $4,109+108.6% | $4,248+101.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,024 | $18,825-4.3% | $16,047+12.3% | $14,480+24.5% |