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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 | $306,076 | $209,336+46.2% | $197,124+55.3% | $137,256+123.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.28% | 48.09%-19.8pp | 44.34%-16.1pp | 220.34%-192.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,976 | $9,614-37.8% | $9,135-34.6% | $6,407-6.7% |
| Admin fee / account holder | $2,700 | $17,308-84.4% | $16,298-83.4% | $12,270-78.0% |