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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 | $443,249 | $111,535+297.4% | $105,223+321.2% | $137,256+222.9% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 80.0%+7.0pp |
| Annual return | 18.63% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,806 | $3,939-28.8% | $3,689-23.9% | $4,156-32.5% |
| Participant deferral / active EE | $2,644 | $5,500-51.9% | $5,072-47.9% | $6,407-58.7% |
| Admin fee / account holder | $16,526 | $9,721+70.0% | $8,859+86.5% | $12,270+34.7% |