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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 | $309,950 | $86,938+256.5% | $102,423+202.6% | $80,925+283.0% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.7%+24.0pp |
| Annual return | 12.09% | 18.89%-6.8pp | 29.42%-17.3pp | 35.65%-23.6pp |
| Employer contribution / active EE | $7,995 | $2,369+237.5% | $3,023+164.5% | $2,756+190.1% |
| Participant deferral / active EE | $7,168 | $4,120+74.0% | $5,054+41.8% | $4,299+66.7% |
| Admin fee / account holder | $1,255 | $8,053-84.4% | $9,455-86.7% | $6,940-81.9% |