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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 | $314,805 | $87,166+261.2% | $76,735+310.3% | $137,256+129.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.04% | 26.50%-10.5pp | 29.77%-13.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,684 | $2,904-42.0% | $2,454-31.4% | $4,156-59.5% |
| Participant deferral / active EE | $3,185 | $4,726-32.6% | $4,088-22.1% | $6,407-50.3% |
| Admin fee / account holder | $5,398 | $8,403-35.8% | $7,189-24.9% | $12,270-56.0% |