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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 | $345,012 | $199,109+73.3% | $173,730+98.6% | $154,746+123.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.68% | 20.02%-2.3pp | 19.96%-2.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,438 | $5,311-35.3% | $4,577-24.9% | $4,379-21.5% |
| Participant deferral / active EE | $4,471 | $7,113-37.1% | $6,326-29.3% | $6,730-33.6% |
| Admin fee / account holder | $16,299 | $20,916-22.1% | $17,523-7.0% | $14,365+13.5% |