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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 | $332,174 | $115,225+188.3% | $100,712+229.8% | $138,895+139.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.68% | 40.35%-22.7pp | 33.27%-15.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $6,119 | $2,771+120.8% | $2,313+164.6% | $4,194+45.9% |
| Participant deferral / active EE | $11,728 | $4,699+149.6% | $4,085+187.1% | $6,396+83.4% |
| Admin fee / account holder | $1,951 | $10,844-82.0% | $9,256-78.9% | $12,562-84.5% |