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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 | $323,789 | $104,098+211.0% | $140,514+130.4% | $94,015+244.4% |
| Participation rate | 84.4% | 73.7%+10.7pp | 77.8%+6.6pp | 70.8%+13.6pp |
| Annual return | 25.93% | 15.14%+10.8pp | 14.36%+11.6pp | 17.84%+8.1pp |
| Employer contribution / active EE | $4,643 | $2,388+94.4% | $3,378+37.4% | $2,790+66.4% |
| Participant deferral / active EE | $11,305 | $4,033+180.3% | $4,919+129.8% | $4,249+166.0% |
| Admin fee / account holder | $3,479 | $10,439-66.7% | $13,697-74.6% | $8,951-61.1% |