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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 | $366,694 | $182,442+101.0% | $163,379+124.4% | $138,895+164.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.93% | 72.74%-56.8pp | 63.41%-47.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $13,024 | $4,159+213.1% | $3,752+247.1% | $4,194+210.5% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,426 | $10,396+0.3% | $9,818+6.2% | $12,562-17.0% |