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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 | $265,090 | $86,938+204.9% | $102,423+158.8% | $80,925+227.6% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.4pp | 67.7%+11.3pp |
| Annual return | 21.43% | 18.89%+2.5pp | 29.42%-8.0pp | 35.65%-14.2pp |
| Employer contribution / active EE | $1,998 | $2,369-15.7% | $3,023-33.9% | $2,756-27.5% |
| Participant deferral / active EE | $11,231 | $4,120+172.6% | $5,054+122.2% | $4,299+161.3% |
| Admin fee / account holder | $6,514 | $8,053-19.1% | $9,455-31.1% | $6,940-6.1% |