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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 | $438,611 | $140,592+212.0% | $123,105+256.3% | $125,389+249.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.10% | 16.80%-15.7pp | 13.22%-12.1pp | 282.24%-281.1pp |
| Employer contribution / active EE | $9,400 | $6,041+55.6% | $5,151+82.5% | $4,866+93.2% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,229+92.6% | $5,352+124.2% |
| Admin fee / account holder | $522 | $11,198-95.3% | $9,014-94.2% | $9,541-94.5% |