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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 | $320,659 | $135,956+135.9% | $123,894+158.8% | $273,972+17.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.87% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,861 | $5,170-64.0% | $4,617-59.7% | $4,869-61.8% |
| Participant deferral / active EE | $16,496 | $6,343+160.1% | $5,984+175.7% | $5,287+212.0% |
| Admin fee / account holder | $4,090 | $9,817-58.3% | $8,357-51.1% | $10,133-59.6% |