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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 | $251,814 | $100,970+149.4% | $96,576+160.7% | $137,256+83.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.96% | 38.16%-17.2pp | 38.47%-17.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $24,988 | $3,809+556.0% | $3,553+603.2% | $4,156+501.2% |
| Participant deferral / active EE | $7,962 | $8,286-3.9% | $7,956+0.1% | $6,407+24.3% |
| Admin fee / account holder | $524 | $11,312-95.4% | $11,381-95.4% | $12,270-95.7% |