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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 | $390,075 | $136,860+185.0% | $120,344+224.1% | $154,746+152.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.11% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.2pp |
| Employer contribution / active EE | $78,794 | $3,533+2130.2% | $3,020+2509.0% | $4,379+1699.3% |
| Participant deferral / active EE | $34,750 | $5,793+499.8% | $5,135+576.8% | $6,730+416.3% |
| Admin fee / account holder | $4,630 | $15,393-69.9% | $12,742-63.7% | $14,365-67.8% |