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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 | $355,288 | $107,666+230.0% | $102,184+247.7% | $154,746+129.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.40% | 29.33%-11.9pp | 31.58%-14.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,916 | $3,846-50.2% | $3,594-46.7% | $4,379-56.3% |
| Participant deferral / active EE | $17,113 | $8,719+96.3% | $8,309+106.0% | $6,730+154.3% |
| Admin fee / account holder | $1,025 | $12,943-92.1% | $11,609-91.2% | $14,365-92.9% |