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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 | $337,602 | $178,174+89.5% | $156,181+116.2% | $137,256+146.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.06% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,869 | $4,972-22.2% | $4,294-9.9% | $4,156-6.9% |
| Participant deferral / active EE | $9,165 | $6,888+33.1% | $6,132+49.5% | $6,407+43.1% |
| Admin fee / account holder | $8,259 | $17,404-52.5% | $14,586-43.4% | $12,270-32.7% |