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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 | $294,040 | $67,602+335.0% | $82,312+257.2% | $70,126+319.3% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 13.83% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $11,792 | $1,755+571.9% | $2,428+385.6% | $2,343+403.4% |
| Participant deferral / active EE | $1,584 | $2,987-47.0% | $3,706-57.2% | $3,332-52.4% |
| Admin fee / account holder | $4,944 | $4,512+9.6% | $5,608-11.8% | $4,645+6.4% |