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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 | $212,777+70.7% | $173,703+109.1% | $198,609+82.8% |
| Participation rate | 94.4% | 81.1%+13.4pp | 75.9%+18.5pp | 82.4%+12.1pp |
| Annual return | 22.32% | 18.82%+3.5pp | 17.46%+4.9pp | 202.70%-180.4pp |
| Employer contribution / active EE | $2,412 | $5,214-53.7% | $4,288-43.8% | $5,055-52.3% |
| Participant deferral / active EE | $3,711 | $5,697-34.9% | $4,854-23.5% | $6,977-46.8% |
| Admin fee / account holder | $6,674 | $19,536-65.8% | $15,562-57.1% | $19,030-64.9% |