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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 | $481,942 | $155,555+209.8% | $146,866+228.2% | $155,188+210.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.99% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.8pp |
| Employer contribution / active EE | $13,253 | $4,647+185.2% | $4,425+199.5% | $4,248+212.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,239 | $14,755-64.5% | $13,620-61.5% | $14,480-63.8% |