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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 | $362,470 | $139,948+159.0% | $121,663+197.9% | $154,746+134.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | 13.30% | 230.52%-217.2pp | 147.54%-134.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,946 | $3,521-44.7% | $3,020-35.6% | $4,379-55.6% |
| Participant deferral / active EE | $6,830 | $5,629+21.3% | $4,887+39.8% | $6,730+1.5% |
| Admin fee / account holder | $7,169 | $17,321-58.6% | $14,289-49.8% | $14,365-50.1% |