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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 | $257,913 | $124,425+107.3% | $112,040+130.2% | $137,256+87.9% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 13.66% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,417 | $3,411+0.2% | $2,954+15.7% | $4,156-17.8% |
| Participant deferral / active EE | $2,086 | $5,718-63.5% | $5,098-59.1% | $6,407-67.4% |
| Admin fee / account holder | $4,326 | $15,207-71.6% | $12,098-64.2% | $12,270-64.7% |