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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 | $378,842 | $111,535+239.7% | $105,223+260.0% | $137,256+176.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.14% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,658 | $3,939-57.9% | $3,689-55.0% | $4,156-60.1% |
| Participant deferral / active EE | $7,829 | $5,500+42.3% | $5,072+54.4% | $6,407+22.2% |
| Admin fee / account holder | $6,843 | $9,721-29.6% | $8,859-22.8% | $12,270-44.2% |