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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 | $474,287 | $139,948+238.9% | $121,663+289.8% | $154,746+206.5% |
| Participation rate | 95.7% | 78.0%+17.6pp | 74.5%+21.2pp | 80.7%+15.0pp |
| Annual return | 12.11% | 230.52%-218.4pp | 147.54%-135.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $11,798 | $3,521+235.1% | $3,020+290.7% | $4,379+169.4% |
| Participant deferral / active EE | $5,760 | $5,629+2.3% | $4,887+17.9% | $6,730-14.4% |
| Admin fee / account holder | $13,244 | $17,321-23.5% | $14,289-7.3% | $14,365-7.8% |