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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 | $607,586 | $138,312+339.3% | $122,979+394.1% | $155,188+291.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.94% | 22.06%-10.1pp | 20.12%-8.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $10,500 | $3,530+197.4% | $3,062+242.9% | $4,248+147.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $19,048 | $15,089+26.2% | $12,864+48.1% | $14,480+31.5% |