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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 | $289,319 | $89,259+224.1% | $107,187+169.9% | $82,637+250.1% |
| Participation rate | 89.7% | 67.9%+21.7pp | 75.0%+14.6pp | 68.1%+21.6pp |
| Annual return | 18.42% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $4,060 | $3,080+31.8% | $3,782+7.4% | $2,552+59.1% |
| Participant deferral / active EE | $9,542 | $4,037+136.4% | $5,096+87.3% | $4,126+131.3% |
| Admin fee / account holder | $6,677 | $7,381-9.5% | $9,162-27.1% | $7,339-9.0% |