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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 | $312,891 | $275,752+13.5% | $256,809+21.8% | $198,609+57.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.17% | 34.81%-18.6pp | 32.73%-16.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $16,408 | $10,037+63.5% | $9,520+72.4% | $6,977+135.2% |
| Admin fee / account holder | $7,728 | $25,716-69.9% | $25,146-69.3% | $19,030-59.4% |