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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 | $269,642 | $135,956+98.3% | $123,894+117.6% | $273,972-1.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.37% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,396 | $5,170-15.0% | $4,617-4.8% | $4,869-9.7% |
| Participant deferral / active EE | $10,814 | $6,343+70.5% | $5,984+80.7% | $5,287+104.5% |
| Admin fee / account holder | $1,491 | $9,817-84.8% | $8,357-82.2% | $10,133-85.3% |