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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 | $177,156+105.0% | $147,027+147.0% | $154,746+134.7% |
| Participation rate | 94.4% | 79.4%+15.1pp | 73.7%+20.7pp | 80.7%+13.7pp |
| Annual return | 22.32% | 21.94%+0.4pp | 20.23%+2.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,412 | $4,336-44.4% | $3,626-33.5% | $4,379-44.9% |
| Participant deferral / active EE | $3,711 | $5,797-36.0% | $4,933-24.8% | $6,730-44.9% |
| Admin fee / account holder | $6,674 | $14,904-55.2% | $12,223-45.4% | $14,365-53.5% |