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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 | $272,428 | $71,197+282.6% | $93,669+190.8% | $80,925+236.6% |
| Participation rate | 85.9% | 60.4%+25.5pp | 68.7%+17.2pp | 67.7%+18.3pp |
| Annual return | 14.00% | 11.27%+2.7pp | 133.59%-119.6pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,586 | $1,565+65.3% | $2,424+6.7% | $2,756-6.2% |
| Participant deferral / active EE | $6,773 | $4,036+67.8% | $4,416+53.4% | $4,299+57.6% |
| Admin fee / account holder | $3,766 | $6,959-45.9% | $8,291-54.6% | $6,940-45.7% |