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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 | $301,434 | $174,379+72.9% | $152,093+98.2% | $138,895+117.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.71% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,527 | $4,652-45.7% | $4,175-39.5% | $4,194-39.7% |
| Participant deferral / active EE | $4,067 | $6,159-34.0% | $5,451-25.4% | $6,396-36.4% |
| Admin fee / account holder | $8,281 | $16,880-50.9% | $14,497-42.9% | $12,562-34.1% |