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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 | $312,134 | $196,972+58.5% | $182,262+71.3% | $198,609+57.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.79% | 158.27%-150.5pp | 140.60%-132.8pp | 202.70%-194.9pp |
| Employer contribution / active EE | $3,554 | $5,364-33.7% | $5,046-29.6% | $5,055-29.7% |
| Participant deferral / active EE | $9,620 | $8,643+11.3% | $8,276+16.2% | $6,977+37.9% |
| Admin fee / account holder | $6,860 | $18,429-62.8% | $16,712-59.0% | $19,030-64.0% |