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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 | $345,566 | $210,991+63.8% | $153,741+124.8% | $145,897+136.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.43% | 13.46%-1.0pp | 15.71%-3.3pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,787 | $6,057-70.5% | $5,042-64.6% | $4,663-61.7% |
| Participant deferral / active EE | $6,085 | $7,979-23.7% | $6,757-9.9% | $6,689-9.0% |
| Admin fee / account holder | $4,711 | $19,490-75.8% | $12,749-63.1% | $13,390-64.8% |