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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 | $367,743 | $148,629+147.4% | $135,982+170.4% | $139,487+163.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.85% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,022 | $5,247-61.5% | $4,859-58.4% | $4,755-57.5% |
| Participant deferral / active EE | $7,759 | $8,102-4.2% | $7,7600% | $6,713+15.6% |
| Admin fee / account holder | $483 | $12,406-96.1% | $10,767-95.5% | $11,407-95.8% |