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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 | $253,882 | $89,370+184.1% | $141,197+79.8% | $72,976+247.9% |
| Participation rate | 78.4% | 75.1%+3.3pp | 82.5%-4.0pp | 69.5%+8.9pp |
| Annual return | 19.11% | 111.88%-92.8pp | 71.41%-52.3pp | 81.02%-61.9pp |
| Employer contribution / active EE | $3,291 | $3,115+5.6% | $4,736-30.5% | $2,440+34.9% |
| Participant deferral / active EE | $10,440 | $5,419+92.7% | $6,710+55.6% | $3,608+189.4% |
| Admin fee / account holder | $3,534 | $5,957-40.7% | $10,265-65.6% | $5,124-31.0% |