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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 | $325,090 | $174,379+86.4% | $152,093+113.7% | $138,895+134.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.88% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,921 | $4,652-58.7% | $4,175-54.0% | $4,194-54.2% |
| Participant deferral / active EE | $7,544 | $6,159+22.5% | $5,451+38.4% | $6,396+17.9% |
| Admin fee / account holder | $4,448 | $16,880-73.6% | $14,497-69.3% | $12,562-64.6% |