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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 | $283,776 | $199,109+42.5% | $173,730+63.3% | $154,746+83.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 12.56% | 20.02%-7.5pp | 19.96%-7.4pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,335 | $7,113+3.1% | $6,326+15.9% | $6,730+9.0% |
| Admin fee / account holder | $11,472 | $20,916-45.2% | $17,523-34.5% | $14,365-20.1% |