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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 | $364,934 | $127,387+186.5% | $115,038+217.2% | $125,389+191.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.49% | 31.28%-25.8pp | 26.14%-20.6pp | 282.24%-276.7pp |
| Employer contribution / active EE | $1,194 | $5,166-76.9% | $4,608-74.1% | $4,866-75.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,126 | $9,516-88.2% | $8,175-86.2% | $9,541-88.2% |