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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 | $340,997 | $154,228+121.1% | $145,433+134.5% | $137,256+148.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.93% | 74.59%-47.7pp | 66.58%-39.6pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,662 | $4,804-65.4% | $4,554-63.5% | $4,156-60.0% |
| Participant deferral / active EE | $2,754 | $8,216-66.5% | $7,897-65.1% | $6,407-57.0% |
| Admin fee / account holder | $1,181 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |