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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 | $353,137 | $107,733+227.8% | $92,985+279.8% | $154,746+128.2% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 28.63% | 30.39%-1.8pp | 27.99%+0.6pp | 172.34%-143.7pp |
| Employer contribution / active EE | $7,120 | $3,126+127.7% | $2,662+167.4% | $4,379+62.6% |
| Participant deferral / active EE | $8,786 | $5,053+73.9% | $4,377+100.8% | $6,730+30.5% |
| Admin fee / account holder | $1,787 | $11,369-84.3% | $9,463-81.1% | $14,365-87.6% |