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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 | $374,679 | $196,972+90.2% | $182,262+105.6% | $198,609+88.7% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 19.43% | 158.27%-138.8pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $2,948 | $5,364-45.0% | $5,046-41.6% | $5,055-41.7% |
| Participant deferral / active EE | $9,313 | $8,643+7.8% | $8,276+12.5% | $6,977+33.5% |
| Admin fee / account holder | $3,918 | $18,429-78.7% | $16,712-76.6% | $19,030-79.4% |