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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 | $447,262 | $172,111+159.9% | $150,298+197.6% | $137,256+225.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 11.39% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,221 | $4,636-52.1% | $4,154-46.5% | $4,156-46.6% |
| Participant deferral / active EE | $6,475 | $6,166+5.0% | $5,453+18.7% | $6,407+1.1% |
| Admin fee / account holder | $8,288 | $16,471-49.7% | $14,116-41.3% | $12,270-32.5% |