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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 | $344,292 | $135,956+153.2% | $123,894+177.9% | $273,972+25.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.20% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,847 | $5,170-44.9% | $4,617-38.3% | $4,869-41.5% |
| Participant deferral / active EE | $7,210 | $6,343+13.7% | $5,984+20.5% | $5,287+36.4% |
| Admin fee / account holder | $955 | $9,817-90.3% | $8,357-88.6% | $10,133-90.6% |