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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 | $363,131 | $161,352+125.1% | $134,172+170.6% | $137,256+164.6% |
| Participation rate | 94.4% | 78.3%+16.2pp | 72.5%+22.0pp | 80.0%+14.5pp |
| Annual return | 22.32% | 28.72%-6.4pp | 25.30%-3.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,412 | $4,099-41.2% | $3,420-29.5% | $4,156-42.0% |
| Participant deferral / active EE | $3,711 | $5,552-33.2% | $4,690-20.9% | $6,407-42.1% |
| Admin fee / account holder | $6,674 | $15,028-55.6% | $12,016-44.5% | $12,270-45.6% |