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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 | $427,177 | $95,453+347.5% | $112,040+281.3% | $82,448+418.1% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 15.10% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $6,001 | $2,318+158.9% | $2,954+103.1% | $2,551+135.2% |
| Participant deferral / active EE | $12,091 | $4,224+186.3% | $5,098+137.2% | $4,139+192.1% |
| Admin fee / account holder | $5,753 | $9,013-36.2% | $12,098-52.4% | $7,234-20.5% |