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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 | $346,246 | $138,393+150.2% | $184,256+87.9% | $80,959+327.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.98% | 20.01%-8.0pp | 28.85%-16.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $6,393 | $4,847+31.9% | $6,427-0.5% | $2,757+131.9% |
| Participant deferral / active EE | $3,183 | $7,076-55.0% | $9,133-65.1% | $4,300-26.0% |
| Admin fee / account holder | $3,278 | $10,489-68.8% | $13,899-76.4% | $6,925-52.7% |