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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 | $465,082 | $172,111+170.2% | $150,298+209.4% | $137,256+238.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 11.75% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,322 | $4,636-28.4% | $4,154-20.0% | $4,156-20.1% |
| Participant deferral / active EE | $9,461 | $6,166+53.4% | $5,453+73.5% | $6,407+47.7% |
| Admin fee / account holder | $5,626 | $16,471-65.8% | $14,116-60.1% | $12,270-54.2% |