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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 | $348,235 | $225,673+54.3% | $203,872+70.8% | $155,188+124.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 15.10% | 95.91%-80.8pp | 85.11%-70.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,344 | $4,099-18.4% | $3,757-11.0% | $4,248-21.3% |
| Participant deferral / active EE | $10,628 | $6,893+54.2% | $6,388+66.4% | $6,531+62.7% |
| Admin fee / account holder | $8,062 | $12,327-34.6% | $11,730-31.3% | $14,480-44.3% |