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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 | $446,933 | $153,769+190.7% | $133,975+233.6% | $273,972+63.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.37% | 36.51%-22.1pp | 29.29%-14.9pp | 41.46%-27.1pp |
| Employer contribution / active EE | $23,538 | $6,029+290.4% | $5,211+351.7% | $4,869+383.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,393 | $11,765-45.7% | $9,324-31.4% | $10,133-36.9% |