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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 | $292,462 | $161,352+81.3% | $134,172+118.0% | $137,256+113.1% |
| Participation rate | 91.3% | 78.3%+13.0pp | 72.5%+18.8pp | 80.0%+11.3pp |
| Annual return | 14.70% | 28.72%-14.0pp | 25.30%-10.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,393 | $4,099-66.0% | $3,420-59.3% | $4,156-66.5% |
| Participant deferral / active EE | $3,114 | $5,552-43.9% | $4,690-33.6% | $6,407-51.4% |
| Admin fee / account holder | $9,097 | $15,028-39.5% | $12,016-24.3% | $12,270-25.9% |