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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 | $384,826 | $87,834+338.1% | $133,975+187.2% | $62,881+512.0% |
| Participation rate | 88.0% | 83.4%+4.6pp | 87.1%+0.9pp | 69.3%+18.7pp |
| Annual return | 9.40% | 12.05%-2.7pp | 29.29%-19.9pp | 20.14%-10.7pp |
| Employer contribution / active EE | $12,472 | $3,482+258.1% | $5,211+139.3% | $2,281+446.8% |
| Participant deferral / active EE | $10,559 | $4,812+119.5% | $6,282+68.1% | $3,203+229.7% |
| Admin fee / account holder | $4,524 | $5,372-15.8% | $9,324-51.5% | $4,296+5.3% |