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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 | $299,101 | $136,860+118.5% | $120,344+148.5% | $154,746+93.3% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 15.37% | 21.38%-6.0pp | 20.30%-4.9pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,567 | $3,533-27.3% | $3,020-15.0% | $4,379-41.4% |
| Participant deferral / active EE | $6,960 | $5,793+20.1% | $5,135+35.5% | $6,730+3.4% |
| Admin fee / account holder | $32,091 | $15,393+108.5% | $12,742+151.9% | $14,365+123.4% |