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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 | $321,183 | $146,267+119.6% | $197,124+62.9% | $82,448+289.6% |
| Participation rate | 93.1% | 84.0%+9.1pp | 86.7%+6.4pp | 68.1%+25.0pp |
| Annual return | 25.40% | 29.61%-4.2pp | 44.34%-18.9pp | 41.64%-16.2pp |
| Employer contribution / active EE | $2,673 | $4,723-43.4% | $6,227-57.1% | $2,551+4.8% |
| Participant deferral / active EE | $13,263 | $7,035+88.5% | $9,135+45.2% | $4,139+220.4% |
| Admin fee / account holder | $2,906 | $14,422-79.9% | $16,298-82.2% | $7,234-59.8% |