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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 | $346,533 | $100,970+243.2% | $96,576+258.8% | $137,256+152.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.82% | 38.16%-23.3pp | 38.47%-23.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $34,477 | $3,809+805.1% | $3,553+870.3% | $4,156+729.6% |
| Participant deferral / active EE | $14,052 | $8,286+69.6% | $7,956+76.6% | $6,407+119.3% |
| Admin fee / account holder | $12,159 | $11,312+7.5% | $11,381+6.8% | $12,270-0.9% |