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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 | $508,640 | $213,785+137.9% | $185,441+174.3% | $155,188+227.8% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 16.49% | 19.97%-3.5pp | 20.16%-3.7pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,968 | $5,393-45.0% | $4,672-36.5% | $4,248-30.1% |
| Participant deferral / active EE | $7,672 | $6,864+11.8% | $6,152+24.7% | $6,531+17.5% |
| Admin fee / account holder | $4,629 | $21,134-78.1% | $17,890-74.1% | $14,480-68.0% |