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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 | $380,696 | $118,488+221.3% | $98,462+286.6% | $139,487+172.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 18.96%-5.4pp | 21.17%-7.6pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,648 | $3,611-54.4% | $3,049-45.9% | $4,755-65.3% |
| Participant deferral / active EE | $7,785 | $5,393+44.4% | $4,738+64.3% | $6,713+16.0% |
| Admin fee / account holder | $11,070 | $13,868-20.2% | $8,875+24.7% | $11,407-3.0% |