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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 | $445,760 | $123,155+262.0% | $108,753+309.9% | $155,188+187.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.47% | 44.73%-35.3pp | 37.47%-28.0pp | 148.84%-139.4pp |
| Employer contribution / active EE | $8,000 | $2,811+184.6% | $2,427+229.7% | $4,248+88.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,497 | $12,126-5.2% | $10,320+11.4% | $14,480-20.6% |