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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 | $362,013 | $111,535+224.6% | $105,223+244.0% | $137,256+163.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.21% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,239 | $3,939-43.2% | $3,689-39.3% | $4,156-46.1% |
| Participant deferral / active EE | $2,742 | $5,500-50.1% | $5,072-45.9% | $6,407-57.2% |
| Admin fee / account holder | $2,036 | $9,721-79.1% | $8,859-77.0% | $12,270-83.4% |