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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 | $434,126 | $305,846+41.9% | $257,472+68.6% | $305,846+41.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 100.0%0pp | 78.7%+21.3pp |
| Annual return | 9.67% | 15.13%-5.5pp | 10.51%-0.8pp | 15.13%-5.5pp |
| Employer contribution / active EE | $14,199 | $13,736+3.4% | $8,554+66.0% | $13,736+3.4% |
| Participant deferral / active EE | $11,190 | $7,119+57.2% | $9,919+12.8% | $7,119+57.2% |
| Admin fee / account holder | $3,218 | $37,539-91.4% | $1,643+95.9% | $37,539-91.4% |