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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 | $414,413 | $185,312+123.6% | $161,489+156.6% | $154,746+167.8% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 10.09% | 103.84%-93.8pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,606 | $4,769-66.3% | $4,268-62.4% | $4,379-63.3% |
| Participant deferral / active EE | $7,815 | $6,350+23.1% | $5,630+38.8% | $6,730+16.1% |
| Admin fee / account holder | $2,286 | $18,654-87.7% | $16,006-85.7% | $14,365-84.1% |