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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 | $470,873 | $154,228+205.3% | $145,433+223.8% | $137,256+243.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.07% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,940 | $4,804-38.8% | $4,554-35.4% | $4,156-29.3% |
| Participant deferral / active EE | $9,157 | $8,216+11.5% | $7,897+16.0% | $6,407+42.9% |
| Admin fee / account holder | $6,253 | $14,344-56.4% | $13,129-52.4% | $12,270-49.0% |