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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 | $309,336 | $93,589+230.5% | $135,942+127.5% | $75,181+311.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.76% | 30.90%-11.1pp | 68.28%-48.5pp | 160.69%-140.9pp |
| Employer contribution / active EE | $3,106 | $3,537-12.2% | $4,858-36.1% | $2,671+16.3% |
| Participant deferral / active EE | $7,859 | $6,405+22.7% | $7,759+1.3% | $4,126+90.5% |
| Admin fee / account holder | $24,998 | $6,977+258.3% | $10,764+132.2% | $5,650+342.5% |