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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 | $421,158 | $181,896+131.5% | $156,551+169.0% | $273,972+53.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.15% | 30.74%-12.6pp | 32.23%-14.1pp | 41.46%-23.3pp |
| Employer contribution / active EE | $25,000 | $6,248+300.1% | $5,501+354.4% | $4,869+413.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $37,061 | $15,560+138.2% | $13,028+184.5% | $10,133+265.8% |