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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 | $334,895 | $161,352+107.6% | $134,172+149.6% | $137,256+144.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.18% | 28.72%-17.5pp | 25.30%-14.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $7,143 | $4,099+74.3% | $3,420+108.9% | $4,156+71.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $29,277 | $15,028+94.8% | $12,016+143.7% | $12,270+138.6% |