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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 | $327,655 | $127,387+157.2% | $115,038+184.8% | $125,389+161.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.32% | 31.28%-31.0pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $4,733 | $5,166-8.4% | $4,608+2.7% | $4,866-2.7% |
| Participant deferral / active EE | $7,971 | $6,423+24.1% | $6,026+32.3% | $5,352+48.9% |
| Admin fee / account holder | $3,917 | $9,516-58.8% | $8,175-52.1% | $9,541-58.9% |