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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 | $184,014+176.4% | $161,149+215.6% | $138,895+266.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 16.49% | 21.52%-5.0pp | 21.16%-4.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,968 | $5,055-41.3% | $4,360-31.9% | $4,194-29.2% |
| Participant deferral / active EE | $7,672 | $6,909+11.0% | $6,153+24.7% | $6,396+20.0% |
| Admin fee / account holder | $4,629 | $18,027-74.3% | $15,194-69.5% | $12,562-63.1% |