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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 | $383,760 | $112,729+240.4% | $98,716+288.8% | $137,256+179.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 14.63% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $8,919 | $2,725+227.3% | $2,279+291.4% | $4,156+114.6% |
| Participant deferral / active EE | $4,342 | $4,640-6.4% | $4,048+7.3% | $6,407-32.2% |
| Admin fee / account holder | $1,050 | $10,129-89.6% | $8,703-87.9% | $12,270-91.4% |