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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 | $251,212 | $81,331+208.9% | $155,534+61.5% | $80,935+210.4% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+17.0pp |
| Annual return | 14.09% | 33.37%-19.3pp | 64.92%-50.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,848 | $3,105+24.0% | $4,675-17.7% | $2,757+39.6% |
| Participant deferral / active EE | $6,518 | $3,454+88.7% | $5,630+15.8% | $4,299+51.6% |
| Admin fee / account holder | $7,512 | $7,999-6.1% | $15,900-52.8% | $6,924+8.5% |