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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 | $316,265 | $172,111+83.8% | $150,298+110.4% | $137,256+130.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.10% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,785 | $4,636-61.5% | $4,154-57.0% | $4,156-57.1% |
| Participant deferral / active EE | $8,816 | $6,166+43.0% | $5,453+61.7% | $6,407+37.6% |
| Admin fee / account holder | $1,702 | $16,471-89.7% | $14,116-87.9% | $12,270-86.1% |