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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 | $308,120 | $275,752+11.7% | $256,809+20.0% | $198,609+55.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.23% | 34.81%-18.6pp | 32.73%-16.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $3,537 | $7,721-54.2% | $7,263-51.3% | $5,055-30.0% |
| Participant deferral / active EE | $15,514 | $10,037+54.6% | $9,520+63.0% | $6,977+122.4% |
| Admin fee / account holder | $7,521 | $25,716-70.8% | $25,146-70.1% | $19,030-60.5% |