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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 | $469,992 | $587,889-20.1% | $723,773-35.1% | $587,889-20.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 77.8%+22.2pp | 87.9%+12.1pp |
| Annual return | 21.08% | 19.70%+1.4pp | 3.81%+17.3pp | 19.70%+1.4pp |
| Employer contribution / active EE | $25,000 | $21,263+17.6% | $18,837+32.7% | $21,263+17.6% |
| Participant deferral / active EE | $13,000 | $8,361+55.5% | $4,555+185.4% | $8,361+55.5% |
| Admin fee / account holder | $814 | $49,457-98.4% | $13,563-94.0% | $49,457-98.4% |