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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 | $457,666 | $172,111+165.9% | $150,298+204.5% | $137,256+233.4% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 12.27% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,883 | $4,636-16.3% | $4,154-6.5% | $4,156-6.6% |
| Participant deferral / active EE | $3,610 | $6,166-41.4% | $5,453-33.8% | $6,407-43.6% |
| Admin fee / account holder | $31,428 | $16,471+90.8% | $14,116+122.6% | $12,270+156.1% |