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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 | $199,109+155.5% | $173,730+192.8% | $154,746+228.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 16.49% | 20.02%-3.5pp | 19.96%-3.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,968 | $5,311-44.1% | $4,577-35.2% | $4,379-32.2% |
| Participant deferral / active EE | $7,672 | $7,113+7.9% | $6,326+21.3% | $6,730+14.0% |
| Admin fee / account holder | $4,629 | $20,916-77.9% | $17,523-73.6% | $14,365-67.8% |