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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 | $290,389 | $185,141+56.8% | $153,416+89.3% | $155,188+87.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 8.34% | 18.72%-10.4pp | 17.84%-9.5pp | 148.84%-140.5pp |
| Employer contribution / active EE | $11,395 | $4,489+153.8% | $3,764+202.8% | $4,248+168.3% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,511 | $16,005-40.6% | $13,095-27.4% | $14,480-34.3% |