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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 | $328,462 | $112,729+191.4% | $98,716+232.7% | $137,256+139.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 16.79% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,165 | $2,725-20.6% | $2,279-5.0% | $4,156-47.9% |
| Participant deferral / active EE | $3,780 | $4,640-18.5% | $4,048-6.6% | $6,407-41.0% |
| Admin fee / account holder | $1,528 | $10,129-84.9% | $8,703-82.4% | $12,270-87.5% |