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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 | $411,822 | $275,752+49.3% | $256,809+60.4% | $198,609+107.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.29% | 34.81%-21.5pp | 32.73%-19.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,749 | $7,721-64.4% | $7,263-62.2% | $5,055-45.6% |
| Participant deferral / active EE | $11,278 | $10,037+12.4% | $9,520+18.5% | $6,977+61.6% |
| Admin fee / account holder | $3,120 | $25,716-87.9% | $25,146-87.6% | $19,030-83.6% |