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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 | $405,902 | $64,920+525.2% | $103,693+291.4% | $86,983+366.6% |
| Participation rate | 97.6% | 63.6%+34.0pp | 72.6%+25.0pp | 69.5%+28.1pp |
| Annual return | 12.63% | 30.29%-17.7pp | 47.61%-35.0pp | 25.83%-13.2pp |
| Employer contribution / active EE | $15,847 | $2,141+640.1% | $2,920+442.6% | $2,584+513.2% |
| Participant deferral / active EE | $6,447 | $3,241+98.9% | $4,579+40.8% | $4,194+53.7% |
| Admin fee / account holder | $107,426 | $6,191+1635.1% | $7,858+1267.1% | $7,856+1267.5% |