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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 | $298,265 | $135,956+119.4% | $123,894+140.7% | $273,972+8.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.69% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $4,323 | $5,170-16.4% | $4,617-6.4% | $4,869-11.2% |
| Participant deferral / active EE | $3,861 | $6,343-39.1% | $5,984-35.5% | $5,287-27.0% |
| Admin fee / account holder | $2,964 | $9,817-69.8% | $8,357-64.5% | $10,133-70.8% |