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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 | $97,289+289.6% | $92,805+308.5% | $155,188+144.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.11% | 29.03%-8.9pp | 31.59%-11.5pp | 148.84%-128.7pp |
| Employer contribution / active EE | $40,303 | $3,632+1009.7% | $3,424+1077.0% | $4,248+848.8% |
| Participant deferral / active EE | $10,002 | $8,795+13.7% | $8,448+18.4% | $6,531+53.1% |
| Admin fee / account holder | $938 | $12,015-92.2% | $10,911-91.4% | $14,480-93.5% |