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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 | $174,379+138.7% | $152,093+173.7% | $138,895+199.7% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 17.18% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,143 | $4,652-53.9% | $4,175-48.7% | $4,194-48.9% |
| Participant deferral / active EE | $6,974 | $6,159+13.2% | $5,451+27.9% | $6,396+9.0% |
| Admin fee / account holder | $3,004 | $16,880-82.2% | $14,497-79.3% | $12,562-76.1% |