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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 | $328,184 | $135,956+141.4% | $123,894+164.9% | $273,972+19.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.44% | 56.63%-44.2pp | 47.52%-35.1pp | 41.46%-29.0pp |
| Employer contribution / active EE | $1,600 | $5,170-69.1% | $4,617-65.3% | $4,869-67.1% |
| Participant deferral / active EE | $24,000 | $6,343+278.4% | $5,984+301.1% | $5,287+353.9% |
| Admin fee / account holder | $618 | $9,817-93.7% | $8,357-92.6% | $10,133-93.9% |