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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 | $106,749+149.6% | $145,433+83.2% | $82,448+223.1% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 15.19% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $8,478 | $3,444+146.1% | $4,554+86.1% | $2,551+232.3% |
| Participant deferral / active EE | $5,913 | $6,519-9.3% | $7,897-25.1% | $4,139+42.9% |
| Admin fee / account holder | $8,369 | $8,390-0.2% | $13,129-36.3% | $7,234+15.7% |