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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 | $81,276+263.5% | $155,574+89.9% | $80,925+265.1% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.7%+4.8pp |
| Annual return | 22.38% | 33.36%-11.0pp | 64.87%-42.5pp | 35.65%-13.3pp |
| Employer contribution / active EE | $7,007 | $3,103+125.8% | $4,676+49.9% | $2,756+154.2% |
| Participant deferral / active EE | $7,211 | $3,453+108.9% | $5,629+28.1% | $4,299+67.8% |
| Admin fee / account holder | $17,458 | $7,993+118.4% | $15,914+9.7% | $6,940+151.6% |