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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 | $177,156+65.1% | $147,027+98.9% | $154,746+89.0% |
| Participation rate | 91.3% | 79.4%+12.0pp | 73.7%+17.6pp | 80.7%+10.6pp |
| Annual return | 14.70% | 21.94%-7.2pp | 20.23%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,393 | $4,336-67.9% | $3,626-61.6% | $4,379-68.2% |
| Participant deferral / active EE | $3,114 | $5,797-46.3% | $4,933-36.9% | $6,730-53.7% |
| Admin fee / account holder | $9,097 | $14,904-39.0% | $12,223-25.6% | $14,365-36.7% |