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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 | $410,765 | $100,970+306.8% | $96,576+325.3% | $137,256+199.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.74% | 38.16%-25.4pp | 38.47%-25.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $19,750 | $3,809+418.5% | $3,553+455.8% | $4,156+375.2% |
| Participant deferral / active EE | $6,356 | $8,286-23.3% | $7,956-20.1% | $6,407-0.8% |
| Admin fee / account holder | $18,896 | $11,312+67.0% | $11,381+66.0% | $12,270+54.0% |