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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 | $396,827 | $177,595+123.4% | $148,496+167.2% | $198,609+99.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 4.98% | 9.97%-5.0pp | 12.33%-7.3pp | 202.70%-197.7pp |
| Employer contribution / active EE | $4,639 | $4,098+13.2% | $3,497+32.6% | $5,055-8.2% |
| Participant deferral / active EE | $9,698 | $5,539+75.1% | $4,808+101.7% | $6,977+39.0% |
| Admin fee / account holder | $5,103 | $27,010-81.1% | $19,547-73.9% | $19,030-73.2% |