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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 | $291,976 | $134,001+117.9% | $112,258+160.1% | $134,509+117.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | 2.42% | 47.15%-44.7pp | 27.47%-25.1pp | 418.13%-415.7pp |
| Employer contribution / active EE | $6,000 | $4,039+48.5% | $3,636+65.0% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,470 | $7,491-0.3% | $6,411+16.5% | $11,427-34.6% |