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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 | $270,163 | $112,729+139.7% | $98,716+173.7% | $137,256+96.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.30% | 38.48%-22.2pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,862 | $2,725+41.7% | $2,279+69.5% | $4,156-7.1% |
| Participant deferral / active EE | $8,050 | $4,640+73.5% | $4,048+98.9% | $6,407+25.6% |
| Admin fee / account holder | $1,216 | $10,129-88.0% | $8,703-86.0% | $12,270-90.1% |