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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 | $295,427 | $81,331+263.2% | $155,534+89.9% | $80,935+265.0% |
| Participation rate | 72.4% | 66.3%+6.2pp | 78.2%-5.8pp | 67.7%+4.8pp |
| Annual return | 22.38% | 33.37%-11.0pp | 64.92%-42.5pp | 35.66%-13.3pp |
| Employer contribution / active EE | $7,007 | $3,105+125.7% | $4,675+49.9% | $2,757+154.2% |
| Participant deferral / active EE | $7,211 | $3,454+108.8% | $5,630+28.1% | $4,299+67.7% |
| Admin fee / account holder | $17,458 | $7,999+118.3% | $15,900+9.8% | $6,924+152.1% |