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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 | $471,400 | $100,970+366.9% | $96,576+388.1% | $137,256+243.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.28% | 38.16%-20.9pp | 38.47%-21.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $11,257 | $3,809+195.5% | $3,553+216.8% | $4,156+170.9% |
| Participant deferral / active EE | $15,187 | $8,286+83.3% | $7,956+90.9% | $6,407+137.0% |
| Admin fee / account holder | $6,919 | $11,312-38.8% | $11,381-39.2% | $12,270-43.6% |