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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 | $430,818 | $181,062+137.9% | $158,223+172.3% | $155,188+177.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.00% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $21,562 | $4,565+372.4% | $4,109+424.8% | $4,248+407.6% |
| Participant deferral / active EE | $12,967 | $6,134+111.4% | $5,467+137.2% | $6,531+98.5% |
| Admin fee / account holder | $1,927 | $18,825-89.8% | $16,047-88.0% | $14,480-86.7% |