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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 | $455,862 | $201,344+126.4% | $184,243+147.4% | $145,877+212.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 29.47% | 29.01%+0.5pp | 28.82%+0.7pp | 551.28%-521.8pp |
| Employer contribution / active EE | $7,147 | $7,022+1.8% | $6,427+11.2% | $4,663+53.3% |
| Participant deferral / active EE | $15,665 | $9,807+59.7% | $9,132+71.5% | $6,691+134.1% |
| Admin fee / account holder | $5,791 | $16,382-64.7% | $13,914-58.4% | $13,402-56.8% |