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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 | $303,684 | $107,809+181.7% | $97,032+213.0% | $155,188+95.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 28.90% | 38.06%-9.2pp | 35.38%-6.5pp | 148.84%-119.9pp |
| Employer contribution / active EE | $24,165 | $2,911+730.1% | $2,629+819.2% | $4,248+468.9% |
| Participant deferral / active EE | $16,415 | $5,129+220.0% | $4,672+251.3% | $6,531+151.3% |
| Admin fee / account holder | $2,014 | $10,717-81.2% | $9,418-78.6% | $14,480-86.1% |