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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 | $363,903 | $182,442+99.5% | $163,379+122.7% | $138,895+162.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.39% | 72.74%-55.3pp | 63.41%-46.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,748 | $4,159-58.0% | $3,752-53.4% | $4,194-58.3% |
| Participant deferral / active EE | $9,127 | $6,817+33.9% | $6,282+45.3% | $6,396+42.7% |
| Admin fee / account holder | $1,674 | $10,396-83.9% | $9,818-82.9% | $12,562-86.7% |