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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 | $376,851 | $148,629+153.6% | $135,982+177.1% | $139,487+170.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.09% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2,477 | $5,247-52.8% | $4,859-49.0% | $4,755-47.9% |
| Participant deferral / active EE | $8,468 | $8,102+4.5% | $7,760+9.1% | $6,713+26.2% |
| Admin fee / account holder | $4,000 | $12,406-67.8% | $10,767-62.9% | $11,407-64.9% |