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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 | $254,753 | $108,825+134.1% | $156,181+63.1% | $82,448+209.0% |
| Participation rate | 94.9% | 72.4%+22.5pp | 78.8%+16.0pp | 68.1%+26.8pp |
| Annual return | 18.65% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,644 | $2,870+27.0% | $4,294-15.1% | $2,551+42.8% |
| Participant deferral / active EE | $9,258 | $4,577+102.3% | $6,132+51.0% | $4,139+123.7% |
| Admin fee / account holder | $4,106 | $9,341-56.0% | $14,586-71.9% | $7,234-43.2% |