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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 | $451,006 | $153,769+193.3% | $133,975+236.6% | $273,972+64.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.03% | 36.51%-30.5pp | 29.29%-23.3pp | 41.46%-35.4pp |
| Employer contribution / active EE | $16,343 | $6,029+171.1% | $5,211+213.6% | $4,869+235.7% |
| Participant deferral / active EE | $14,477 | $6,958+108.0% | $6,282+130.5% | $5,287+173.8% |
| Admin fee / account holder | $379 | $11,765-96.8% | $9,324-95.9% | $10,133-96.3% |