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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 | $467,110 | $275,752+69.4% | $256,809+81.9% | $198,609+135.2% |
| Participation rate | 72.7% | 89.2%-16.4pp | 88.5%-15.8pp | 82.4%-9.7pp |
| Annual return | 19.66% | 34.81%-15.2pp | 32.73%-13.1pp | 202.70%-183.0pp |
| Employer contribution / active EE | $5,161 | $7,721-33.2% | $7,263-28.9% | $5,055+2.1% |
| Participant deferral / active EE | $10,367 | $10,037+3.3% | $9,520+8.9% | $6,977+48.6% |
| Admin fee / account holder | $2,309 | $25,716-91.0% | $25,146-90.8% | $19,030-87.9% |