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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 | $338,072 | $172,111+96.4% | $150,298+124.9% | $137,256+146.3% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 14.69% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,192 | $4,636-52.7% | $4,154-47.2% | $4,156-47.3% |
| Participant deferral / active EE | $4,292 | $6,166-30.4% | $5,453-21.3% | $6,407-33.0% |
| Admin fee / account holder | $11,017 | $16,471-33.1% | $14,116-22.0% | $12,270-10.2% |