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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 | $129,737+192.0% | $119,126+218.0% | $154,746+144.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.14% | 379.08%-366.9pp | 282.11%-270.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,658 | $4,375-62.1% | $4,034-58.9% | $4,379-62.1% |
| Participant deferral / active EE | $7,829 | $5,842+34.0% | $5,318+47.2% | $6,730+16.3% |
| Admin fee / account holder | $6,843 | $11,961-42.8% | $10,693-36.0% | $14,365-52.4% |