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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 | $460,037 | $181,062+154.1% | $158,223+190.8% | $155,188+196.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.27% | 57.39%-46.1pp | 52.09%-40.8pp | 148.84%-137.6pp |
| Employer contribution / active EE | $21,430 | $4,565+369.5% | $4,109+421.6% | $4,248+404.5% |
| Participant deferral / active EE | $30,792 | $6,134+402.0% | $5,467+463.2% | $6,531+371.5% |
| Admin fee / account holder | $8,896 | $18,825-52.7% | $16,047-44.6% | $14,480-38.6% |