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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 | $336,345 | $111,814+200.8% | $103,378+225.4% | $145,978+130.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 15.03% | 24.80%-9.8pp | 24.91%-9.9pp | 550.52%-535.5pp |
| Employer contribution / active EE | $2,193 | $4,215-48.0% | $3,870-43.4% | $4,662-53.0% |
| Participant deferral / active EE | $11,348 | $5,618+102.0% | $5,058+124.4% | $6,690+69.6% |
| Admin fee / account holder | $28,103 | $9,764+187.8% | $8,401+234.5% | $13,400+109.7% |