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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 | $371,810 | $182,442+103.8% | $163,379+127.6% | $138,895+167.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 69.89% | 72.74%-2.8pp | 63.41%+6.5pp | 145.39%-75.5pp |
| Employer contribution / active EE | $2,052 | $4,159-50.7% | $3,752-45.3% | $4,194-51.1% |
| Participant deferral / active EE | $18,000 | $6,817+164.0% | $6,282+186.5% | $6,396+181.4% |
| Admin fee / account holder | $3,051 | $10,396-70.6% | $9,818-68.9% | $12,562-75.7% |