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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 | $257,913 | $136,860+88.5% | $120,344+114.3% | $154,746+66.7% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 13.66% | 21.38%-7.7pp | 20.30%-6.6pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,417 | $3,533-3.3% | $3,020+13.1% | $4,379-22.0% |
| Participant deferral / active EE | $2,086 | $5,793-64.0% | $5,135-59.4% | $6,730-69.0% |
| Admin fee / account holder | $4,326 | $15,393-71.9% | $12,742-66.0% | $14,365-69.9% |