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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 | $277,809 | $211,288+31.5% | $178,540+55.6% | $145,884+90.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.13% | 30.27%-15.1pp | 27.15%-12.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $5,000 | $4,574+9.3% | $3,953+26.5% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,916 | $12,105-84.2% | $10,424-81.6% | $13,392-85.7% |