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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 | $283,683 | $228,352+24.2% | $185,835+52.7% | $158,966+78.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.83% | 40.81%-32.0pp | 35.96%-27.1pp | 302.95%-294.1pp |
| Employer contribution / active EE | $4,762 | $4,967-4.1% | $4,087+16.5% | $4,7620% |
| Participant deferral / active EE | $7,900 | $6,416+23.1% | $5,633+40.2% | $5,983+32.0% |
| Admin fee / account holder | $1,869 | $11,867-84.2% | $9,502-80.3% | $11,250-83.4% |