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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 | $102,609+328.1% | $98,090+347.8% | $138,895+216.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.67% | 36.44%-18.8pp | 37.05%-19.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $20,088 | $3,867+419.4% | $3,606+457.0% | $4,194+378.9% |
| Participant deferral / active EE | $9,442 | $8,167+15.6% | $7,845+20.4% | $6,396+47.6% |
| Admin fee / account holder | $6,895 | $11,434-39.7% | $11,815-41.6% | $12,562-45.1% |