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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 | $470,615 | $100,970+366.1% | $96,576+387.3% | $137,256+242.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.05% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $19,333 | $3,809+407.5% | $3,553+444.1% | $4,156+365.2% |
| Participant deferral / active EE | $10,113 | $8,286+22.0% | $7,956+27.1% | $6,407+57.8% |
| Admin fee / account holder | $611 | $11,312-94.6% | $11,381-94.6% | $12,270-95.0% |