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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 | $345,629 | $211,239+63.6% | $178,528+93.6% | $145,877+136.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.31% | 30.22%-18.9pp | 27.11%-15.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,162 | $4,570-52.7% | $3,950-45.3% | $4,663-53.6% |
| Participant deferral / active EE | $14,844 | $6,963+113.2% | $6,278+136.4% | $6,691+121.9% |
| Admin fee / account holder | $13,985 | $12,095+15.6% | $10,419+34.2% | $13,402+4.4% |