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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 | $297,847 | $167,504+77.8% | $151,628+96.4% | $134,509+121.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.36% | 7.81%-4.4pp | 3.34%0pp | 418.13%-414.8pp |
| Employer contribution / active EE | $15,313 | $6,828+124.3% | $6,165+148.4% | $4,741+223.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $19,039 | $13,779+38.2% | $11,613+63.9% | $11,427+66.6% |