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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 | $278,953 | $73,863+277.7% | $143,797+94.0% | $68,490+307.3% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | 9.47% | 0.91%+8.6pp | -0.04%+9.5pp | -7.85%+17.3pp |
| Employer contribution / active EE | $12,476 | $3,185+291.7% | $4,952+151.9% | $2,597+380.5% |
| Participant deferral / active EE | $6,488 | $3,385+91.7% | $5,638+15.1% | $4,028+61.1% |
| Admin fee / account holder | $16,146 | $5,756+180.5% | $14,679+10.0% | $5,403+198.8% |