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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 | $385,854 | $107,666+258.4% | $102,184+277.6% | $154,746+149.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.73% | 29.33%-12.6pp | 31.58%-14.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $8,595 | $3,846+123.5% | $3,594+139.2% | $4,379+96.3% |
| Participant deferral / active EE | $13,528 | $8,719+55.1% | $8,309+62.8% | $6,730+101.0% |
| Admin fee / account holder | $1,750 | $12,943-86.5% | $11,609-84.9% | $14,365-87.8% |