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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 | $257,560 | $89,370+188.2% | $141,197+82.4% | $72,976+252.9% |
| Participation rate | 72.5% | 75.1%-2.6pp | 82.5%-10.0pp | 69.5%+3.0pp |
| Annual return | 28.00% | 111.88%-83.9pp | 71.41%-43.4pp | 81.02%-53.0pp |
| Employer contribution / active EE | $5,461 | $3,115+75.3% | $4,736+15.3% | $2,440+123.8% |
| Participant deferral / active EE | $9,562 | $5,419+76.5% | $6,710+42.5% | $3,608+165.0% |
| Admin fee / account holder | $3,114 | $5,957-47.7% | $10,265-69.7% | $5,124-39.2% |