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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 | $255,941 | $174,379+46.8% | $152,093+68.3% | $138,895+84.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.90% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,642 | $4,652-64.7% | $4,175-60.7% | $4,194-60.8% |
| Participant deferral / active EE | $7,605 | $6,159+23.5% | $5,451+39.5% | $6,396+18.9% |
| Admin fee / account holder | $5,911 | $16,880-65.0% | $14,497-59.2% | $12,562-52.9% |