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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 | $379,074 | $107,666+252.1% | $102,184+271.0% | $154,746+145.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.11% | 29.33%-9.2pp | 31.58%-11.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $40,303 | $3,846+947.9% | $3,594+1021.5% | $4,379+820.3% |
| Participant deferral / active EE | $10,002 | $8,719+14.7% | $8,309+20.4% | $6,730+48.6% |
| Admin fee / account holder | $938 | $12,943-92.8% | $11,609-91.9% | $14,365-93.5% |