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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 | $301,854 | $181,062+66.7% | $158,223+90.8% | $155,188+94.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.08% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.8pp |
| Employer contribution / active EE | $3,274 | $4,565-28.3% | $4,109-20.3% | $4,248-22.9% |
| Participant deferral / active EE | $7,014 | $6,134+14.3% | $5,467+28.3% | $6,531+7.4% |
| Admin fee / account holder | $7,623 | $18,825-59.5% | $16,047-52.5% | $14,480-47.4% |