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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 | $328,146 | $154,228+112.8% | $145,433+125.6% | $137,256+139.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.67% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,558 | $4,804-67.6% | $4,554-65.8% | $4,156-62.5% |
| Participant deferral / active EE | $3,423 | $8,216-58.3% | $7,897-56.7% | $6,407-46.6% |
| Admin fee / account holder | $10,197 | $14,344-28.9% | $13,129-22.3% | $12,270-16.9% |