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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 | $199,109+141.9% | $173,730+177.2% | $154,746+211.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 16.14% | 20.02%-3.9pp | 19.96%-3.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $5,275 | $5,311-0.7% | $4,577+15.2% | $4,379+20.5% |
| Participant deferral / active EE | $16,659 | $7,113+134.2% | $6,326+163.3% | $6,730+147.5% |
| Admin fee / account holder | $1,440 | $20,916-93.1% | $17,523-91.8% | $14,365-90.0% |