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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 | $284,865 | $172,111+65.5% | $150,298+89.5% | $137,256+107.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 25.08% | 69.37%-44.3pp | 62.79%-37.7pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,644 | $4,636-43.0% | $4,154-36.4% | $4,156-36.4% |
| Participant deferral / active EE | $5,228 | $6,166-15.2% | $5,453-4.1% | $6,407-18.4% |
| Admin fee / account holder | $347 | $16,471-97.9% | $14,116-97.5% | $12,270-97.2% |