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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 | $361,871 | $201,370+79.7% | $184,256+96.4% | $145,897+148.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.20% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,192 | $7,024-54.6% | $6,427-50.3% | $4,663-31.5% |
| Participant deferral / active EE | $9,507 | $9,808-3.1% | $9,133+4.1% | $6,689+42.1% |
| Admin fee / account holder | $2,494 | $16,364-84.8% | $13,899-82.1% | $13,390-81.4% |