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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 | $314,076 | $211,224+48.7% | $178,505+75.9% | $145,897+115.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.52% | 30.28%+0.2pp | 27.16%+3.4pp | 552.29%-521.8pp |
| Employer contribution / active EE | $13,473 | $4,577+194.4% | $3,955+240.6% | $4,663+188.9% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,750 | $12,109-60.8% | $10,428-54.4% | $13,390-64.5% |