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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 | $427,140 | $199,109+114.5% | $173,730+145.9% | $154,746+176.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.48% | 20.02%-10.5pp | 19.96%-10.5pp | 172.34%-162.9pp |
| Employer contribution / active EE | $18,477 | $5,311+247.9% | $4,577+303.6% | $4,379+321.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,049 | $20,916-56.7% | $17,523-48.4% | $14,365-37.0% |