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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 | $258,122 | $100,970+155.6% | $96,576+167.3% | $137,256+88.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.32% | 38.16%-20.8pp | 38.47%-21.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,499 | $3,809-34.4% | $3,553-29.7% | $4,156-39.9% |
| Participant deferral / active EE | $3,664 | $8,286-55.8% | $7,956-53.9% | $6,407-42.8% |
| Admin fee / account holder | $1,265 | $11,312-88.8% | $11,381-88.9% | $12,270-89.7% |