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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 | $72,607+455.9% | $90,259+347.2% | $87,485+361.4% |
| Participation rate | 94.9% | 64.8%+30.1pp | 70.7%+24.1pp | 68.9%+25.9pp |
| Annual return | 14.02% | 18.59%-4.6pp | 18.88%-4.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $3,937 | $1,919+105.1% | $2,291+71.8% | $2,596+51.6% |
| Participant deferral / active EE | $7,463 | $3,055+144.3% | $3,827+95.0% | $4,274+74.6% |
| Admin fee / account holder | $45,221 | $5,947+660.4% | $7,267+522.3% | $7,775+481.6% |