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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 | $267,220 | $76,551+249.1% | $123,894+115.7% | $62,881+325.0% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 5.96% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,378 | $2,882+17.2% | $4,617-26.8% | $2,281+48.1% |
| Participant deferral / active EE | $9,391 | $4,840+94.0% | $5,984+56.9% | $3,203+193.2% |
| Admin fee / account holder | $542 | $4,826-88.8% | $8,357-93.5% | $4,296-87.4% |