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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 | $403,652 | $75,720+433.1% | $90,312+347.0% | $86,983+364.1% |
| Participation rate | 94.9% | 66.3%+28.6pp | 72.9%+22.0pp | 69.5%+25.3pp |
| Annual return | 14.02% | 18.55%-4.5pp | 18.90%-4.9pp | 25.83%-11.8pp |
| Employer contribution / active EE | $3,937 | $1,945+102.4% | $2,243+75.6% | $2,584+52.3% |
| Participant deferral / active EE | $7,463 | $3,001+148.7% | $3,749+99.1% | $4,194+78.0% |
| Admin fee / account holder | $45,221 | $6,201+629.3% | $8,248+448.3% | $7,856+475.6% |