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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 | $267,863 | $81,358+229.2% | $155,556+72.2% | $80,959+230.9% |
| Participation rate | 72.7% | 66.3%+6.5pp | 78.2%-5.5pp | 67.7%+5.1pp |
| Annual return | 18.39% | 33.39%-15.0pp | 64.84%-46.5pp | 35.67%-17.3pp |
| Employer contribution / active EE | $6,267 | $3,106+101.7% | $4,675+34.0% | $2,757+127.3% |
| Participant deferral / active EE | $6,192 | $3,455+79.2% | $5,631+10.0% | $4,300+44.0% |
| Admin fee / account holder | $13,698 | $7,994+71.4% | $15,885-13.8% | $6,925+97.8% |