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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 | $269,487 | $95,404+182.5% | $113,397+137.6% | $82,637+226.1% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.5%+8.1pp | 68.1%+16.6pp |
| Annual return | 17.13% | 19.08%-1.9pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $10,095 | $2,307+337.7% | $2,977+239.1% | $2,552+295.6% |
| Participant deferral / active EE | $7,407 | $4,220+75.5% | $5,076+45.9% | $4,126+79.5% |
| Admin fee / account holder | $6,090 | $9,168-33.6% | $11,957-49.1% | $7,339-17.0% |