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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 | $139,948+95.3% | $121,663+124.6% | $154,746+76.6% |
| Participation rate | 77.8% | 78.0%-0.2pp | 74.5%+3.3pp | 80.7%-2.9pp |
| Annual return | 11.80% | 230.52%-218.7pp | 147.54%-135.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $8,889 | $3,521+152.5% | $3,020+194.3% | $4,379+103.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,516 | $17,321-39.3% | $14,289-26.4% | $14,365-26.8% |