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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 | $308,527 | $91,559+237.0% | $133,978+130.3% | $79,856+286.4% |
| Participation rate | 94.3% | 73.3%+20.9pp | 79.8%+14.4pp | 69.6%+24.6pp |
| Annual return | 12.00% | 61.85%-49.9pp | 45.10%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,452 | $2,384+2.9% | $3,919-37.4% | $2,471-0.8% |
| Participant deferral / active EE | $5,386 | $3,734+44.2% | $5,047+6.7% | $3,741+44.0% |
| Admin fee / account holder | $4,310 | $6,321-31.8% | $8,930-51.7% | $5,306-18.8% |