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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 | $418,905 | $61,125+585.3% | $94,057+345.4% | $87,485+378.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 17.12% | 35.20%-18.1pp | 480.62%-463.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $31,978 | $2,136+1396.7% | $2,933+990.2% | $2,596+1131.7% |
| Participant deferral / active EE | $4,873 | $3,260+49.5% | $4,709+3.5% | $4,274+14.0% |
| Admin fee / account holder | $6,061 | $5,629+7.7% | $7,244-16.3% | $7,775-22.0% |