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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 | $279,664 | $106,749+162.0% | $145,433+92.3% | $82,448+239.2% |
| Participation rate | 98.2% | 75.6%+22.6pp | 82.1%+16.1pp | 68.1%+30.2pp |
| Annual return | 14.42% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $7,658 | $3,444+122.3% | $4,554+68.1% | $2,551+200.2% |
| Participant deferral / active EE | $9,343 | $6,519+43.3% | $7,897+18.3% | $4,139+125.7% |
| Admin fee / account holder | $7,679 | $8,390-8.5% | $13,129-41.5% | $7,234+6.1% |