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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 | $257,923 | $71,215+262.2% | $93,696+175.3% | $80,935+218.7% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.7%+11.1pp |
| Annual return | 25.02% | 11.27%+13.7pp | 133.74%-108.7pp | 35.66%-10.6pp |
| Employer contribution / active EE | $2,962 | $1,565+89.2% | $2,422+22.3% | $2,757+7.4% |
| Participant deferral / active EE | $6,300 | $4,037+56.1% | $4,417+42.6% | $4,299+46.5% |
| Admin fee / account holder | $746 | $6,958-89.3% | $8,287-91.0% | $6,924-89.2% |