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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 | $257,417 | $106,749+141.1% | $145,433+77.0% | $82,448+212.2% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 18.63% | 27.59%-9.0pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $6,076 | $3,444+76.4% | $4,554+33.4% | $2,551+138.2% |
| Participant deferral / active EE | $8,532 | $6,519+30.9% | $7,897+8.0% | $4,139+106.1% |
| Admin fee / account holder | $2,119 | $8,390-74.7% | $13,129-83.9% | $7,234-70.7% |