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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 | $387,538 | $110,307+251.3% | $96,576+301.3% | $139,456+177.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.28% | 26.40%-14.1pp | 25.87%-13.6pp | 373.45%-361.2pp |
| Employer contribution / active EE | $16,826 | $3,619+364.9% | $2,965+467.5% | $4,753+254.0% |
| Participant deferral / active EE | $28,600 | $5,547+415.6% | $4,851+489.6% | $6,711+326.1% |
| Admin fee / account holder | $5,461 | $11,597-52.9% | $8,253-33.8% | $11,407-52.1% |