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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 | $312,256 | $110,379+182.9% | $102,412+204.9% | $145,884+114.0% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 13.54% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,908 | $4,216-31.0% | $3,870-24.8% | $4,662-37.6% |
| Participant deferral / active EE | $8,597 | $5,622+52.9% | $5,060+69.9% | $6,690+28.5% |
| Admin fee / account holder | $23,903 | $9,745+145.3% | $8,388+185.0% | $13,392+78.5% |