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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 | $464,561 | $153,769+202.1% | $133,975+246.8% | $273,972+69.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.73% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.7pp |
| Employer contribution / active EE | $23,160 | $6,029+284.2% | $5,211+344.4% | $4,869+375.7% |
| Participant deferral / active EE | $18,513 | $6,958+166.0% | $6,282+194.7% | $5,287+250.1% |
| Admin fee / account holder | $8,954 | $11,765-23.9% | $9,324-4.0% | $10,133-11.6% |