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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 | $266,425 | $106,524+150.1% | $152,301+74.9% | $87,485+204.5% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.4%+8.2pp | 68.9%+21.7pp |
| Annual return | 15.19% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $8,478 | $3,371+151.5% | $4,624+83.3% | $2,596+226.5% |
| Participant deferral / active EE | $5,913 | $6,525-9.4% | $8,004-26.1% | $4,274+38.4% |
| Admin fee / account holder | $8,369 | $8,287+1.0% | $14,398-41.9% | $7,775+7.6% |