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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 | $390,746 | $155,555+151.2% | $146,866+166.1% | $155,188+151.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.10% | 115.41%-98.3pp | 102.85%-85.8pp | 148.84%-131.7pp |
| Employer contribution / active EE | $4,425 | $4,647-4.8% | $4,4250% | $4,248+4.2% |
| Participant deferral / active EE | $18,591 | $8,044+131.1% | $7,759+139.6% | $6,531+184.6% |
| Admin fee / account holder | $27,007 | $14,755+83.0% | $13,620+98.3% | $14,480+86.5% |