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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 | $385,505 | $78,520+391.0% | $96,576+299.2% | $82,448+367.6% |
| Participation rate | 96.3% | 77.7%+18.6pp | 81.4%+14.9pp | 68.1%+28.2pp |
| Annual return | 19.98% | 41.30%-21.3pp | 38.47%-18.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,943 | $2,630+50.0% | $3,553+11.0% | $2,551+54.6% |
| Participant deferral / active EE | $11,311 | $6,754+67.5% | $7,956+42.2% | $4,139+173.3% |
| Admin fee / account holder | $14,475 | $13,455+7.6% | $11,381+27.2% | $7,234+100.1% |