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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 | $273,289 | $177,595+53.9% | $148,496+84.0% | $198,609+37.6% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.0%+1.7pp | 82.4%-4.6pp |
| Annual return | 11.80% | 9.97%+1.8pp | 12.33%-0.5pp | 202.70%-190.9pp |
| Employer contribution / active EE | $8,889 | $4,098+116.9% | $3,497+154.2% | $5,055+75.8% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,516 | $27,010-61.1% | $19,547-46.2% | $19,030-44.7% |