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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 | $88,996+253.7% | $78,004+303.6% | $138,895+126.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 16.04% | 28.03%-12.0pp | 31.07%-15.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,684 | $2,917-42.3% | $2,469-31.8% | $4,194-59.9% |
| Participant deferral / active EE | $3,185 | $4,724-32.6% | $4,092-22.2% | $6,396-50.2% |
| Admin fee / account holder | $5,398 | $8,807-38.7% | $7,578-28.8% | $12,562-57.0% |