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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 | $174,379+110.5% | $152,093+141.3% | $138,895+164.2% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 19.74% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,198 | $4,652-52.8% | $4,175-47.4% | $4,194-47.6% |
| Participant deferral / active EE | $10,917 | $6,159+77.2% | $5,451+100.3% | $6,396+70.7% |
| Admin fee / account holder | $3,376 | $16,880-80.0% | $14,497-76.7% | $12,562-73.1% |