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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 | $114,712+249.1% | $173,730+130.5% | $87,485+357.7% |
| Participation rate | 91.7% | 73.0%+18.7pp | 79.6%+12.1pp | 68.9%+22.7pp |
| Annual return | 12.49% | 20.18%-7.7pp | 19.96%-7.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $7,570 | $2,904+160.7% | $4,577+65.4% | $2,596+191.6% |
| Participant deferral / active EE | $6,375 | $4,642+37.3% | $6,326+0.8% | $4,274+49.2% |
| Admin fee / account holder | $13,730 | $10,210+34.5% | $17,523-21.6% | $7,775+76.6% |