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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 | $319,630 | $142,409+124.4% | $119,634+167.2% | $134,545+137.6% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | 48.16% | -12.46%+60.6pp | -14.98%+63.1pp | 418.37%-370.2pp |
| Employer contribution / active EE | $1,532 | $5,224-70.7% | $4,232-63.8% | $4,742-67.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $623 | $13,594-95.4% | $10,329-94.0% | $11,431-94.5% |