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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 | $257,882 | $135,956+89.7% | $123,894+108.1% | $273,970-5.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.82% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $18,288 | $5,170+253.7% | $4,617+296.1% | $4,869+275.6% |
| Participant deferral / active EE | $18,400 | $6,343+190.1% | $5,984+207.5% | $5,287+248.0% |
| Admin fee / account holder | $1,032 | $9,817-89.5% | $8,357-87.7% | $10,132-89.8% |