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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 | $471,485 | $199,109+136.8% | $173,730+171.4% | $154,746+204.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.40% | 20.02%-5.6pp | 19.96%-5.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,641 | $5,311-31.4% | $4,577-20.5% | $4,379-16.9% |
| Participant deferral / active EE | $5,330 | $7,113-25.1% | $6,326-15.8% | $6,730-20.8% |
| Admin fee / account holder | $3,951 | $20,916-81.1% | $17,523-77.5% | $14,365-72.5% |