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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 | $227,291+34.7% | $214,702+42.6% | $155,188+97.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 28.28% | 60.08%-31.8pp | 54.55%-26.3pp | 148.84%-120.6pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,976 | $9,582-37.6% | $9,147-34.7% | $6,531-8.5% |
| Admin fee / account holder | $2,700 | $20,413-86.8% | $19,830-86.4% | $14,480-81.4% |