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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 | $427,717 | $135,905+214.7% | $126,068+239.3% | $198,609+115.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 14.03% | 14.07%0pp | 15.01%-1.0pp | 202.70%-188.7pp |
| Employer contribution / active EE | $14,693 | $4,245+246.1% | $3,968+270.3% | $5,055+190.6% |
| Participant deferral / active EE | $14,823 | $8,523+73.9% | $8,214+80.5% | $6,977+112.5% |
| Admin fee / account holder | $134,672 | $21,036+540.2% | $18,264+637.4% | $19,030+607.7% |