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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 | $363,915 | $172,111+111.4% | $150,298+142.1% | $137,256+165.1% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 18.94% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,053 | $4,636-12.6% | $4,154-2.4% | $4,156-2.5% |
| Participant deferral / active EE | $6,693 | $6,166+8.5% | $5,453+22.7% | $6,407+4.5% |
| Admin fee / account holder | $5,938 | $16,471-63.9% | $14,116-57.9% | $12,270-51.6% |