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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 | $86,938+285.8% | $102,423+227.5% | $80,925+314.4% |
| Participation rate | 98.3% | 72.4%+26.0pp | 76.5%+21.8pp | 67.7%+30.7pp |
| Annual return | 13.27% | 18.89%-5.6pp | 29.42%-16.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $8,342 | $2,369+252.1% | $3,023+176.0% | $2,756+202.7% |
| Participant deferral / active EE | $6,029 | $4,120+46.3% | $5,054+19.3% | $4,299+40.3% |
| Admin fee / account holder | $15,830 | $8,053+96.6% | $9,455+67.4% | $6,940+128.1% |