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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 | $393,026 | $178,174+120.6% | $156,181+151.6% | $137,256+186.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.26% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $10,648 | $4,972+114.2% | $4,294+148.0% | $4,156+156.2% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,105 | $17,404-76.4% | $14,586-71.9% | $12,270-66.5% |