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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 | $253,874 | $108,882+133.2% | $96,754+162.4% | $154,746+64.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.25% | 98.39%-82.1pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,918 | $3,018-36.4% | $2,679-28.4% | $4,379-56.2% |
| Participant deferral / active EE | $8,291 | $5,323+55.8% | $4,758+74.3% | $6,730+23.2% |
| Admin fee / account holder | $6,260 | $10,200-38.6% | $8,905-29.7% | $14,365-56.4% |