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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 | $303,017 | $123,793+144.8% | $177,848+70.4% | $79,856+279.5% |
| Participation rate | 91.8% | 84.7%+7.1pp | 87.7%+4.1pp | 69.6%+22.2pp |
| Annual return | 16.25% | 22.82%-6.6pp | 48.33%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $6,652 | $4,095+62.4% | $5,919+12.4% | $2,471+169.2% |
| Participant deferral / active EE | $7,672 | $5,956+28.8% | $7,714-0.5% | $3,741+105.1% |
| Admin fee / account holder | $13,292 | $7,243+83.5% | $12,431+6.9% | $5,306+150.5% |