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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 | $254,551 | $172,111+47.9% | $150,298+69.4% | $137,256+85.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.29% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,027 | $4,636-77.9% | $4,154-75.3% | $4,156-75.3% |
| Participant deferral / active EE | $7,827 | $6,166+26.9% | $5,453+43.6% | $6,407+22.2% |
| Admin fee / account holder | $2,149 | $16,471-87.0% | $14,116-84.8% | $12,270-82.5% |