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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 | $382,976 | $165,381+131.6% | $149,730+155.8% | $158,966+140.9% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 10.81% | 348.29%-337.5pp | 276.70%-265.9pp | 302.95%-292.1pp |
| Employer contribution / active EE | $12,072 | $5,104+136.5% | $4,645+159.9% | $4,762+153.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,113 | $10,809-24.9% | $9,310-12.9% | $11,250-27.9% |