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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 | $378,436 | $106,524+255.3% | $152,301+148.5% | $87,485+332.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 15.13% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $9,872 | $3,371+192.8% | $4,624+113.5% | $2,596+280.3% |
| Participant deferral / active EE | $13,384 | $6,525+105.1% | $8,004+67.2% | $4,274+213.2% |
| Admin fee / account holder | $13,568 | $8,287+63.7% | $14,398-5.8% | $7,775+74.5% |