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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 | $364,632 | $165,399+120.5% | $149,745+143.5% | $158,982+129.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 27.39% | 348.34%-320.9pp | 276.72%-249.3pp | 302.99%-275.6pp |
| Employer contribution / active EE | $1,829 | $5,105-64.2% | $4,646-60.6% | $4,763-61.6% |
| Participant deferral / active EE | $7,646 | $7,183+6.4% | $6,843+11.7% | $5,983+27.8% |
| Admin fee / account holder | $6,351 | $10,811-41.3% | $9,312-31.8% | $11,252-43.6% |