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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 | $472,428 | $185,141+155.2% | $153,416+207.9% | $155,188+204.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 15.47% | 18.72%-3.3pp | 17.84%-2.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $6,250 | $4,489+39.2% | $3,764+66.1% | $4,248+47.1% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,773 | $16,005-88.9% | $13,095-86.5% | $14,480-87.8% |