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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 | $327,876 | $181,062+81.1% | $158,223+107.2% | $155,188+111.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.25% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,202 | $4,565-51.8% | $4,109-46.4% | $4,248-48.2% |
| Participant deferral / active EE | $5,678 | $6,134-7.4% | $5,467+3.9% | $6,531-13.1% |
| Admin fee / account holder | $9,292 | $18,825-50.6% | $16,047-42.1% | $14,480-35.8% |