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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 | $539,550 | $67,894+694.7% | $89,340+503.9% | $82,448+554.4% |
| Participation rate | 83.3% | 64.0%+19.3pp | 69.6%+13.8pp | 68.1%+15.3pp |
| Annual return | 15.05% | 19.21%-4.2pp | 20.57%-5.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,221 | $1,828+21.5% | $2,231-0.4% | $2,551-12.9% |
| Participant deferral / active EE | $7,994 | $3,072+160.2% | $3,823+109.1% | $4,139+93.1% |
| Admin fee / account holder | $1,225 | $5,723-78.6% | $6,704-81.7% | $7,234-83.1% |