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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 | $373,607 | $107,809+246.5% | $97,032+285.0% | $155,188+140.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 15.85% | 38.06%-22.2pp | 35.38%-19.5pp | 148.84%-133.0pp |
| Employer contribution / active EE | $14,942 | $2,911+413.3% | $2,629+468.4% | $4,248+251.8% |
| Participant deferral / active EE | $19,845 | $5,129+286.9% | $4,672+324.7% | $6,531+203.9% |
| Admin fee / account holder | $1,521 | $10,717-85.8% | $9,418-83.9% | $14,480-89.5% |