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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 | $296,724 | $275,752+7.6% | $256,809+15.5% | $198,609+49.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.63% | 34.81%-17.2pp | 32.73%-15.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $5,143 | $7,721-33.4% | $7,263-29.2% | $5,055+1.7% |
| Participant deferral / active EE | $5,606 | $10,037-44.1% | $9,520-41.1% | $6,977-19.6% |
| Admin fee / account holder | $6,483 | $25,716-74.8% | $25,146-74.2% | $19,030-65.9% |