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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 | $481,594 | $254,759+89.0% | $216,567+122.4% | $198,609+142.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 81.6%+1.7pp | 82.4%+1.0pp |
| Annual return | 16.14% | 10.04%+6.1pp | 12.94%+3.2pp | 202.70%-186.6pp |
| Employer contribution / active EE | $5,275 | $6,096-13.5% | $5,216+1.1% | $5,055+4.3% |
| Participant deferral / active EE | $16,659 | $6,948+139.8% | $6,191+169.1% | $6,977+138.8% |
| Admin fee / account holder | $1,440 | $26,311-94.5% | $21,981-93.4% | $19,030-92.4% |