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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 | $138,312+86.5% | $122,979+109.7% | $155,188+66.2% |
| Participation rate | 91.7% | 80.2%+11.5pp | 77.2%+14.5pp | 80.8%+10.9pp |
| Annual return | 13.66% | 22.06%-8.4pp | 20.12%-6.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $3,417 | $3,530-3.2% | $3,062+11.6% | $4,248-19.6% |
| Participant deferral / active EE | $2,086 | $5,592-62.7% | $5,003-58.3% | $6,531-68.1% |
| Admin fee / account holder | $4,326 | $15,089-71.3% | $12,864-66.4% | $14,480-70.1% |