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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 | $115,931+245.4% | $185,441+115.9% | $86,983+360.4% |
| Participation rate | 91.7% | 73.6%+18.0pp | 80.3%+11.4pp | 69.5%+22.1pp |
| Annual return | 12.49% | 21.47%-9.0pp | 20.16%-7.7pp | 25.83%-13.3pp |
| Employer contribution / active EE | $7,570 | $2,937+157.8% | $4,672+62.0% | $2,584+192.9% |
| Participant deferral / active EE | $6,375 | $4,551+40.1% | $6,152+3.6% | $4,194+52.0% |
| Admin fee / account holder | $13,730 | $10,687+28.5% | $17,890-23.3% | $7,856+74.8% |