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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 | $354,019 | $95,453+270.9% | $112,040+216.0% | $82,448+329.4% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 18.64% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,880 | $2,318+110.5% | $2,954+65.2% | $2,551+91.3% |
| Participant deferral / active EE | $12,476 | $4,224+195.4% | $5,098+144.7% | $4,139+201.4% |
| Admin fee / account holder | $11,007 | $9,013+22.1% | $12,098-9.0% | $7,234+52.1% |