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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 | $364,837 | $86,940+319.6% | $102,434+256.2% | $80,935+350.8% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.7%+30.3pp |
| Annual return | 15.27% | 18.89%-3.6pp | 29.46%-14.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $6,362 | $2,370+168.5% | $3,023+110.4% | $2,757+130.8% |
| Participant deferral / active EE | $12,699 | $4,121+208.1% | $5,055+151.2% | $4,299+195.4% |
| Admin fee / account holder | $4,805 | $8,047-40.3% | $9,462-49.2% | $6,924-30.6% |