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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 | $511,726 | $181,062+182.6% | $158,223+223.4% | $155,188+229.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 13.60% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,667 | $4,565-63.5% | $4,109-59.4% | $4,248-60.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $28,448 | $18,825+51.1% | $16,047+77.3% | $14,480+96.5% |