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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 | $268,604 | $56,110+378.7% | $94,993+182.8% | $70,126+283.0% |
| Participation rate | 74.1% | 65.0%+9.1pp | 73.9%+0.2pp | 69.5%+4.5pp |
| Annual return | 15.32% | 51.02%-35.7pp | 27.14%-11.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,015 | $2,391+109.7% | $3,317+51.2% | $3,332+50.5% |
| Admin fee / account holder | $6,791 | $3,456+96.5% | $4,960+36.9% | $4,645+46.2% |