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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 | $335,388 | $86,940+285.8% | $102,434+227.4% | $80,935+314.4% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.7%+30.7pp |
| Annual return | 13.27% | 18.89%-5.6pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $8,342 | $2,370+252.0% | $3,023+175.9% | $2,757+202.6% |
| Participant deferral / active EE | $6,029 | $4,121+46.3% | $5,055+19.3% | $4,299+40.2% |
| Admin fee / account holder | $15,830 | $8,047+96.7% | $9,462+67.3% | $6,924+128.6% |