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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 | $270,773 | $172,111+57.3% | $150,298+80.2% | $137,256+97.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.92% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,207 | $4,636-30.8% | $4,154-22.8% | $4,156-22.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,783 | $16,471-83.1% | $14,116-80.3% | $12,270-77.3% |