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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 | $302,580 | $199,109+52.0% | $173,730+74.2% | $154,746+95.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 15.98% | 20.02%-4.0pp | 19.96%-4.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,723 | $5,311-48.7% | $4,577-40.5% | $4,379-37.8% |
| Participant deferral / active EE | $7,792 | $7,113+9.5% | $6,326+23.2% | $6,730+15.8% |
| Admin fee / account holder | $6,879 | $20,916-67.1% | $17,523-60.7% | $14,365-52.1% |