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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 | $360,847 | $177,595+103.2% | $148,496+143.0% | $198,609+81.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.39% | 9.97%+2.4pp | 12.33%+0.1pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,708 | $4,098-58.3% | $3,497-51.2% | $5,055-66.2% |
| Participant deferral / active EE | $7,894 | $5,539+42.5% | $4,808+64.2% | $6,977+13.1% |
| Admin fee / account holder | $97,260 | $27,010+260.1% | $19,547+397.6% | $19,030+411.1% |