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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 | $331,702 | $181,896+82.4% | $156,551+111.9% | $273,972+21.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.32% | 30.74%-12.4pp | 32.23%-13.9pp | 41.46%-23.1pp |
| Employer contribution / active EE | $2,459 | $6,248-60.6% | $5,501-55.3% | $4,869-49.5% |
| Participant deferral / active EE | $8,711 | $5,550+57.0% | $4,871+78.8% | $5,287+64.8% |
| Admin fee / account holder | $2,983 | $15,560-80.8% | $13,028-77.1% | $10,133-70.6% |