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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 | $459,094 | $180,459+154.4% | $154,108+197.9% | $135,380+239.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.00% | 888.21%-881.2pp | 735.21%-728.2pp | 519.81%-512.8pp |
| Employer contribution / active EE | $6,004 | $6,035-0.5% | $5,298+13.3% | $4,779+25.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,421 | $16,145-60.2% | $13,411-52.1% | $10,828-40.7% |