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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 | $458,141 | $199,109+130.1% | $173,730+163.7% | $154,746+196.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.11% | 20.02%-3.9pp | 19.96%-3.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $18,025 | $5,311+239.4% | $4,577+293.8% | $4,379+311.6% |
| Participant deferral / active EE | $9,603 | $7,113+35.0% | $6,326+51.8% | $6,730+42.7% |
| Admin fee / account holder | $2,790 | $20,916-86.7% | $17,523-84.1% | $14,365-80.6% |