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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 | $341,228 | $181,062+88.5% | $158,223+115.7% | $155,188+119.9% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 13.54% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,103 | $4,565-75.8% | $4,109-73.2% | $4,248-74.0% |
| Participant deferral / active EE | $2,522 | $6,134-58.9% | $5,467-53.9% | $6,531-61.4% |
| Admin fee / account holder | $1,839 | $18,825-90.2% | $16,047-88.5% | $14,480-87.3% |