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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 | $367,012 | $172,111+113.2% | $150,298+144.2% | $137,256+167.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.74% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,198 | $4,636-52.6% | $4,154-47.1% | $4,156-47.1% |
| Participant deferral / active EE | $10,917 | $6,166+77.1% | $5,453+100.2% | $6,407+70.4% |
| Admin fee / account holder | $3,376 | $16,471-79.5% | $14,116-76.1% | $12,270-72.5% |