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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 | $416,320 | $181,062+129.9% | $158,223+163.1% | $155,188+168.3% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 17.18% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,143 | $4,565-53.0% | $4,109-47.8% | $4,248-49.5% |
| Participant deferral / active EE | $6,974 | $6,134+13.7% | $5,467+27.6% | $6,531+6.8% |
| Admin fee / account holder | $3,004 | $18,825-84.0% | $16,047-81.3% | $14,480-79.3% |