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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 | $352,692 | $100,970+249.3% | $96,576+265.2% | $137,256+157.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.23% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,606 | $3,809-5.3% | $3,553+1.5% | $4,156-13.2% |
| Participant deferral / active EE | $16,575 | $8,286+100.0% | $7,956+108.3% | $6,407+158.7% |
| Admin fee / account holder | $3,756 | $11,312-66.8% | $11,381-67.0% | $12,270-69.4% |