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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 | $99,380+292.5% | $90,312+331.9% | $155,188+151.3% |
| Participation rate | 83.3% | 77.3%+6.0pp | 72.9%+10.4pp | 80.8%+2.5pp |
| Annual return | 20.12% | 19.35%+0.8pp | 18.90%+1.2pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,397 | $2,390+42.1% | $2,243+51.5% | $4,248-20.0% |
| Participant deferral / active EE | $9,518 | $4,212+126.0% | $3,749+153.9% | $6,531+45.7% |
| Admin fee / account holder | $9,631 | $9,766-1.4% | $8,248+16.8% | $14,480-33.5% |