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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 | $294,149 | $275,752+6.7% | $256,809+14.5% | $198,609+48.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.40% | 34.81%-18.4pp | 32.73%-16.3pp | 202.70%-186.3pp |
| Employer contribution / active EE | $7,001 | $7,721-9.3% | $7,263-3.6% | $5,055+38.5% |
| Participant deferral / active EE | $8,230 | $10,037-18.0% | $9,520-13.5% | $6,977+18.0% |
| Admin fee / account holder | $1,690 | $25,716-93.4% | $25,146-93.3% | $19,030-91.1% |