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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 | $606,403 | $149,778+304.9% | $118,946+409.8% | $158,950+281.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.24% | 19.95%-11.7pp | 35.89%-27.7pp | 302.91%-294.7pp |
| Employer contribution / active EE | $4,170 | $4,117+1.3% | $3,263+27.8% | $4,762-12.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,205 | $8,604+41.8% | $6,581+85.5% | $11,248+8.5% |