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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 | $308,001 | $275,752+11.7% | $256,809+19.9% | $198,609+55.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.02% | 34.81%-13.8pp | 32.73%-11.7pp | 202.70%-181.7pp |
| Employer contribution / active EE | $3,344 | $7,721-56.7% | $7,263-54.0% | $5,055-33.9% |
| Participant deferral / active EE | $23,500 | $10,037+134.1% | $9,520+146.9% | $6,977+236.8% |
| Admin fee / account holder | $1,112 | $25,716-95.7% | $25,146-95.6% | $19,030-94.2% |