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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 | $476,667 | $135,956+250.6% | $123,894+284.7% | $273,972+74.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 62.89% | 56.63%+6.3pp | 47.52%+15.4pp | 41.46%+21.4pp |
| Employer contribution / active EE | $2,424 | $5,170-53.1% | $4,617-47.5% | $4,869-50.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,142 | $9,817-88.4% | $8,357-86.3% | $10,133-88.7% |