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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 | $318,699 | $88,996+258.1% | $78,004+308.6% | $138,895+129.5% |
| Participation rate | 91.7% | 74.4%+17.3pp | 69.4%+22.2pp | 79.9%+11.7pp |
| Annual return | 14.20% | 28.03%-13.8pp | 31.07%-16.9pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,901 | $2,917-0.5% | $2,469+17.5% | $4,194-30.8% |
| Participant deferral / active EE | $7,683 | $4,724+62.6% | $4,092+87.8% | $6,396+20.1% |
| Admin fee / account holder | $22,390 | $8,807+154.2% | $7,578+195.5% | $12,562+78.2% |