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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 | $265,814 | $176,402+50.7% | $134,162+98.1% | $158,982+67.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.63% | 63.66%-52.0pp | 36.35%-24.7pp | 302.99%-291.4pp |
| Employer contribution / active EE | $3,878 | $5,042-23.1% | $3,705+4.7% | $4,763-18.6% |
| Participant deferral / active EE | $8,273 | $4,093+102.1% | $3,500+136.4% | $5,983+38.3% |
| Admin fee / account holder | $1,566 | $8,719-82.0% | $6,685-76.6% | $11,252-86.1% |