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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 | $398,977 | $213,785+86.6% | $185,441+115.1% | $155,188+157.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.98% | 19.97%-7.0pp | 20.16%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $3,084 | $5,393-42.8% | $4,672-34.0% | $4,248-27.4% |
| Participant deferral / active EE | $7,270 | $6,864+5.9% | $6,152+18.2% | $6,531+11.3% |
| Admin fee / account holder | $19,457 | $21,134-7.9% | $17,890+8.8% | $14,480+34.4% |