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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 | $436,738 | $161,352+170.7% | $134,172+225.5% | $137,256+218.2% |
| Participation rate | 90.0% | 78.3%+11.7pp | 72.5%+17.5pp | 80.0%+10.0pp |
| Annual return | 21.09% | 28.72%-7.6pp | 25.30%-4.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,559 | $4,099-62.0% | $3,420-54.4% | $4,156-62.5% |
| Participant deferral / active EE | $1,458 | $5,552-73.7% | $4,690-68.9% | $6,407-77.3% |
| Admin fee / account holder | $15,536 | $15,028+3.4% | $12,016+29.3% | $12,270+26.6% |