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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 | $393,903 | $100,970+290.1% | $96,576+307.9% | $137,256+187.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.23% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $10,603 | $3,809+178.4% | $3,553+198.4% | $4,156+155.1% |
| Participant deferral / active EE | $9,536 | $8,286+15.1% | $7,956+19.9% | $6,407+48.8% |
| Admin fee / account holder | $6,921 | $11,312-38.8% | $11,381-39.2% | $12,270-43.6% |