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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 | $304,471 | $755,339-59.7% | $379,746-19.8% | $158,966+91.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 9.40% | 53.41%-44.0pp | 34.90%-25.5pp | 302.95%-293.6pp |
| Employer contribution / active EE | $4,666 | $4,685-0.4% | $3,540+31.8% | $4,762-2.0% |
| Participant deferral / active EE | $8,291 | $7,938+4.4% | $6,024+37.6% | $5,983+38.6% |
| Admin fee / account holder | $2,613 | $14,482-82.0% | $7,927-67.0% | $11,250-76.8% |