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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 | $331,895 | $181,062+83.3% | $158,223+109.8% | $155,188+113.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.20% | 57.39%-46.2pp | 52.09%-40.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $3,051 | $4,565-33.2% | $4,109-25.7% | $4,248-28.2% |
| Participant deferral / active EE | $5,421 | $6,134-11.6% | $5,467-0.8% | $6,531-17.0% |
| Admin fee / account holder | $4,015 | $18,825-78.7% | $16,047-75.0% | $14,480-72.3% |