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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 | $367,436 | $209,336+75.5% | $197,124+86.4% | $137,256+167.7% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 12.74% | 48.09%-35.4pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,983 | $6,591-69.9% | $6,227-68.2% | $4,156-52.3% |
| Participant deferral / active EE | $9,876 | $9,614+2.7% | $9,135+8.1% | $6,407+54.1% |
| Admin fee / account holder | $10,114 | $17,308-41.6% | $16,298-37.9% | $12,270-17.6% |