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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 | $450,311 | $468,795-3.9% | $468,815-3.9% | $468,795-3.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 85.7%+14.3pp | 85.1%+14.9pp |
| Annual return | 18.05% | 39.95%-21.9pp | 6.47%+11.6pp | 39.95%-21.9pp |
| Employer contribution / active EE | $6,145 | $28,085-78.1% | $45,376-86.5% | $28,085-78.1% |
| Participant deferral / active EE | $15,115 | $10,110+49.5% | $6,698+125.6% | $10,110+49.5% |
| Admin fee / account holder | $11,230 | $8,110+38.5% | $10,236+9.7% | $8,110+38.5% |