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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 | $390,023 | $102,245+281.5% | $89,340+336.6% | $137,256+184.2% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 20.12% | 21.89%-1.8pp | 20.57%-0.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,397 | $2,529+34.3% | $2,231+52.2% | $4,156-18.3% |
| Participant deferral / active EE | $9,518 | $4,436+114.5% | $3,823+149.0% | $6,407+48.6% |
| Admin fee / account holder | $9,631 | $8,085+19.1% | $6,704+43.7% | $12,270-21.5% |