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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 | $289,147+50.1% | $220,109+97.2% | $289,147+50.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 100.0%0pp | 80.8%+19.2pp |
| Annual return | 9.67% | 12.61%-2.9pp | 11.11%-1.4pp | 12.61%-2.9pp |
| Employer contribution / active EE | $14,199 | $13,617+4.3% | $6,568+116.2% | $13,617+4.3% |
| Participant deferral / active EE | $11,190 | $5,372+108.3% | $5,550+101.6% | $5,372+108.3% |
| Admin fee / account holder | $3,218 | $23,026-86.0% | $1,643+95.9% | $23,026-86.0% |