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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 | $400,457 | $123,478+224.3% | $216,567+84.9% | $94,015+326.0% |
| Participation rate | 91.7% | 75.1%+16.6pp | 81.6%+10.0pp | 70.8%+20.8pp |
| Annual return | 12.49% | 23.61%-11.1pp | 12.94%-0.5pp | 17.84%-5.4pp |
| Employer contribution / active EE | $7,570 | $3,136+141.4% | $5,216+45.1% | $2,790+171.3% |
| Participant deferral / active EE | $6,375 | $4,556+39.9% | $6,191+3.0% | $4,249+50.0% |
| Admin fee / account holder | $13,730 | $12,753+7.7% | $21,981-37.5% | $8,951+53.4% |