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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 | $387,019 | $93,617+313.4% | $135,982+184.6% | $75,177+414.8% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 22.87% | 30.89%-8.0pp | 68.32%-45.5pp | 160.75%-137.9pp |
| Employer contribution / active EE | $11,288 | $3,538+219.0% | $4,859+132.3% | $2,671+322.6% |
| Participant deferral / active EE | $6,650 | $6,406+3.8% | $7,760-14.3% | $4,126+61.2% |
| Admin fee / account holder | $2,459 | $6,980-64.8% | $10,767-77.2% | $5,651-56.5% |