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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 | $531,143 | $127,387+317.0% | $115,038+361.7% | $125,389+323.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 12.74% | 31.28%-18.5pp | 26.14%-13.4pp | 282.24%-269.5pp |
| Employer contribution / active EE | $3,600 | $5,166-30.3% | $4,608-21.9% | $4,866-26.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,436 | $9,516-74.4% | $8,175-70.2% | $9,541-74.5% |