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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 | $307,438 | $140,592+118.7% | $123,105+149.7% | $125,389+145.2% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 1.49% | 16.80%-15.3pp | 13.22%-11.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $17,789 | $6,980+154.8% | $6,229+185.6% | $5,352+232.4% |
| Admin fee / account holder | $4,398 | $11,198-60.7% | $9,014-51.2% | $9,541-53.9% |