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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 | $279,997 | $84,236+232.4% | $170,435+64.3% | $70,126+299.3% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 16.80% | 23.06%-6.3pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $3,518 | $3,387+3.9% | $5,432-35.2% | $2,343+50.2% |
| Participant deferral / active EE | $2,836 | $3,086-8.1% | $4,939-42.6% | $3,332-14.9% |
| Admin fee / account holder | $7,119 | $5,698+24.9% | $13,881-48.7% | $4,645+53.2% |