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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 | $354,554 | $156,398+126.7% | $147,318+140.7% | $138,895+155.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 15.78% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,403 | $4,853-29.9% | $4,593-25.9% | $4,194-18.9% |
| Participant deferral / active EE | $6,435 | $8,237-21.9% | $7,906-18.6% | $6,396+0.6% |
| Admin fee / account holder | $80,411 | $14,976+436.9% | $13,708+486.6% | $12,562+540.1% |