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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 | $213,785+41.5% | $185,441+63.2% | $155,188+95.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 15.98% | 19.97%-4.0pp | 20.16%-4.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $2,723 | $5,393-49.5% | $4,672-41.7% | $4,248-35.9% |
| Participant deferral / active EE | $7,792 | $6,864+13.5% | $6,152+26.7% | $6,531+19.3% |
| Admin fee / account holder | $6,879 | $21,134-67.5% | $17,890-61.5% | $14,480-52.5% |