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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 | $162,967+79.5% | $135,792+115.4% | $138,895+110.6% |
| Participation rate | 91.3% | 78.3%+13.0pp | 72.6%+18.7pp | 79.9%+11.4pp |
| Annual return | 14.70% | 30.08%-15.4pp | 25.96%-11.3pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,393 | $4,211-66.9% | $3,496-60.1% | $4,194-66.8% |
| Participant deferral / active EE | $3,114 | $5,640-44.8% | $4,759-34.6% | $6,396-51.3% |
| Admin fee / account holder | $9,097 | $15,306-40.6% | $12,266-25.8% | $12,562-27.6% |