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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 | $355,388 | $86,050+313.0% | $189,758+87.3% | $94,015+278.0% |
| Participation rate | 74.6% | 68.9%+5.7pp | 79.8%-5.2pp | 70.8%+3.8pp |
| Annual return | 17.11% | 17.77%-0.7pp | 52.62%-35.5pp | 17.84%-0.7pp |
| Employer contribution / active EE | $4,569 | $2,819+62.1% | $4,767-4.1% | $2,790+63.8% |
| Participant deferral / active EE | $10,310 | $3,349+207.9% | $5,856+76.1% | $4,249+142.6% |
| Admin fee / account holder | $4,061 | $6,627-38.7% | $20,388-80.1% | $8,951-54.6% |