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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 | $388,119 | $176,120+120.4% | $159,487+143.4% | $167,553+131.6% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.97% | 331.95%-316.0pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $11,957 | $5,299+125.6% | $4,831+147.5% | $4,840+147.1% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,471 | $12,561-64.4% | $10,804-58.6% | $12,316-63.7% |