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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 | $257,767 | $59,440+333.7% | $78,004+230.5% | $82,637+211.9% |
| Participation rate | 84.9% | 62.8%+22.1pp | 69.4%+15.5pp | 68.1%+16.9pp |
| Annual return | 18.36% | 40.24%-21.9pp | 31.07%-12.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $3,353 | $1,750+91.5% | $2,469+35.8% | $2,552+31.4% |
| Participant deferral / active EE | $7,761 | $3,138+147.3% | $4,092+89.7% | $4,126+88.1% |
| Admin fee / account holder | $10,833 | $5,504+96.8% | $7,578+43.0% | $7,339+47.6% |