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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 | $351,174 | $172,111+104.0% | $150,298+133.7% | $137,256+155.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.12% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,979 | $4,636-14.2% | $4,154-4.2% | $4,156-4.3% |
| Participant deferral / active EE | $12,341 | $6,166+100.2% | $5,453+126.3% | $6,407+92.6% |
| Admin fee / account holder | $8,652 | $16,471-47.5% | $14,116-38.7% | $12,270-29.5% |