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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 | $257,767 | $58,627+339.7% | $76,735+235.9% | $82,448+212.6% |
| Participation rate | 84.9% | 63.2%+21.7pp | 69.5%+15.4pp | 68.1%+16.8pp |
| Annual return | 18.36% | 39.10%-20.7pp | 29.77%-11.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,353 | $1,729+93.9% | $2,454+36.6% | $2,551+31.4% |
| Participant deferral / active EE | $7,761 | $3,134+147.7% | $4,088+89.9% | $4,139+87.5% |
| Admin fee / account holder | $10,833 | $5,323+103.5% | $7,189+50.7% | $7,234+49.8% |