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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 | $345,168 | $174,379+97.9% | $152,093+126.9% | $138,895+148.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.58% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $3,429 | $4,652-26.3% | $4,175-17.9% | $4,194-18.3% |
| Participant deferral / active EE | $16,967 | $6,159+175.5% | $5,451+211.2% | $6,396+165.3% |
| Admin fee / account holder | $4,242 | $16,880-74.9% | $14,497-70.7% | $12,562-66.2% |