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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 | $252,089 | $143,969+75.1% | $199,883+26.1% | $82,637+205.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 86.8%+4.1pp | 68.1%+22.9pp |
| Annual return | 16.71% | 25.67%-9.0pp | 43.81%-27.1pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,829 | $4,632-38.9% | $6,261-54.8% | $2,552+10.9% |
| Participant deferral / active EE | $11,016 | $6,937+58.8% | $9,138+20.5% | $4,126+167.0% |
| Admin fee / account holder | $4,048 | $14,597-72.3% | $17,268-76.6% | $7,339-44.8% |