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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 | $410,558 | $201,264+104.0% | $184,185+122.9% | $145,978+181.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.10% | 29.00%-10.9pp | 28.81%-10.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $3,269 | $7,021-53.4% | $6,426-49.1% | $4,662-29.9% |
| Participant deferral / active EE | $18,061 | $9,806+84.2% | $9,132+97.8% | $6,690+170.0% |
| Admin fee / account holder | $316 | $16,376-98.1% | $13,909-97.7% | $13,400-97.6% |