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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 | $373,078 | $275,752+35.3% | $256,809+45.3% | $198,609+87.8% |
| Participation rate | 93.8% | 89.2%+4.6pp | 88.5%+5.2pp | 82.4%+11.4pp |
| Annual return | 4.79% | 34.81%-30.0pp | 32.73%-27.9pp | 202.70%-197.9pp |
| Employer contribution / active EE | $6,788 | $7,721-12.1% | $7,263-6.5% | $5,055+34.3% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,626 | $25,716-93.7% | $25,146-93.5% | $19,030-91.5% |