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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 | $536,746 | $106,524+403.9% | $152,301+252.4% | $87,485+513.5% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.4%+10.5pp | 68.9%+24.1pp |
| Annual return | 14.80% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $14,093 | $3,371+318.0% | $4,624+204.8% | $2,596+442.8% |
| Participant deferral / active EE | $12,426 | $6,525+90.4% | $8,004+55.3% | $4,274+190.8% |
| Admin fee / account holder | $13,842 | $8,287+67.0% | $14,398-3.9% | $7,775+78.0% |