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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 | $449,821 | $162,967+176.0% | $135,792+231.3% | $138,895+223.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.97% | 30.08%-18.1pp | 25.96%-14.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $14,633 | $4,211+247.5% | $3,496+318.6% | $4,194+248.9% |
| Participant deferral / active EE | $18,167 | $5,640+222.1% | $4,759+281.7% | $6,396+184.0% |
| Admin fee / account holder | $2,698 | $15,306-82.4% | $12,266-78.0% | $12,562-78.5% |