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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 | $223,823+36.7% | $211,142+45.0% | $154,746+97.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 28.28% | 50.39%-22.1pp | 46.84%-18.6pp | 172.34%-144.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,976 | $9,750-38.7% | $9,284-35.6% | $6,730-11.2% |
| Admin fee / account holder | $2,700 | $19,707-86.3% | $19,076-85.8% | $14,365-81.2% |