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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 | $286,406 | $165,381+73.2% | $149,730+91.3% | $158,966+80.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.10% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.9pp |
| Employer contribution / active EE | $6,667 | $5,104+30.6% | $4,645+43.5% | $4,762+40.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,239 | $10,809-79.3% | $9,310-76.0% | $11,250-80.1% |