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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 | $212,386+44.1% | $199,883+53.1% | $138,895+120.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 28.28% | 47.75%-19.5pp | 43.81%-15.5pp | 145.39%-117.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,976 | $9,617-37.9% | $9,138-34.6% | $6,396-6.6% |
| Admin fee / account holder | $2,700 | $18,233-85.2% | $17,268-84.4% | $12,562-78.5% |