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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 | $439,279 | $107,666+308.0% | $102,184+329.9% | $154,746+183.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.67% | 29.33%-11.7pp | 31.58%-13.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $20,088 | $3,846+422.3% | $3,594+459.0% | $4,379+358.7% |
| Participant deferral / active EE | $9,442 | $8,719+8.3% | $8,309+13.6% | $6,730+40.3% |
| Admin fee / account holder | $6,895 | $12,943-46.7% | $11,609-40.6% | $14,365-52.0% |