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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 | $312,610 | $178,174+75.5% | $156,181+100.2% | $137,256+127.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.62% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,286 | $4,972-13.8% | $4,294-0.2% | $4,156+3.1% |
| Participant deferral / active EE | $2,857 | $6,888-58.5% | $6,132-53.4% | $6,407-55.4% |
| Admin fee / account holder | $7,565 | $17,404-56.5% | $14,586-48.1% | $12,270-38.4% |