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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 | $332,303 | $112,729+194.8% | $98,716+236.6% | $137,256+142.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 34.20% | 38.48%-4.3pp | 31.81%+2.4pp | 220.34%-186.1pp |
| Employer contribution / active EE | $3,590 | $2,725+31.7% | $2,279+57.6% | $4,156-13.6% |
| Participant deferral / active EE | $5,655 | $4,640+21.9% | $4,048+39.7% | $6,407-11.7% |
| Admin fee / account holder | $8,042 | $10,129-20.6% | $8,703-7.6% | $12,270-34.5% |