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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 | $213,785+114.3% | $185,441+147.1% | $155,188+195.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.11% | 19.97%-3.9pp | 20.16%-4.1pp | 148.84%-132.7pp |
| Employer contribution / active EE | $18,025 | $5,393+234.2% | $4,672+285.8% | $4,248+324.3% |
| Participant deferral / active EE | $9,603 | $6,864+39.9% | $6,152+56.1% | $6,531+47.0% |
| Admin fee / account holder | $2,790 | $21,134-86.8% | $17,890-84.4% | $14,480-80.7% |