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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 | $357,029 | $101,798+250.7% | $165,071+116.3% | $80,935+341.1% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.7%+25.7pp |
| Annual return | 25.59% | 16.73%+8.9pp | 70.17%-44.6pp | 35.66%-10.1pp |
| Employer contribution / active EE | $7,214 | $2,954+144.2% | $4,347+65.9% | $2,757+161.7% |
| Participant deferral / active EE | $7,342 | $4,476+64.0% | $6,035+21.7% | $4,299+70.8% |
| Admin fee / account holder | $9,195 | $8,221+11.8% | $12,695-27.6% | $6,924+32.8% |