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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 | $274,041 | $99,341+175.9% | $84,750+223.4% | $273,9650% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 9.49% | 22.93%-13.4pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,817 | $4,214-9.4% | $3,574+6.8% | $4,869-21.6% |
| Participant deferral / active EE | $5,957 | $4,269+39.5% | $3,712+60.5% | $5,287+12.7% |
| Admin fee / account holder | $2,943 | $6,644-55.7% | $5,332-44.8% | $10,132-71.0% |