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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 | $503,707 | $106,749+371.9% | $145,433+246.4% | $82,448+510.9% |
| Participation rate | 90.5% | 75.6%+14.8pp | 82.1%+8.4pp | 68.1%+22.4pp |
| Annual return | 17.08% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,219 | $3,444+22.5% | $4,554-7.4% | $2,551+65.4% |
| Participant deferral / active EE | $14,545 | $6,519+123.1% | $7,897+84.2% | $4,139+251.4% |
| Admin fee / account holder | $4,873 | $8,390-41.9% | $13,129-62.9% | $7,234-32.6% |