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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 | $304,848 | $103,038+195.9% | $90,324+237.5% | $152,909+99.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 12.95% | 95.25%-82.3pp | 78.15%-65.2pp | 345.46%-332.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,250 | $4,282+116.0% | $3,885+138.1% | $5,851+58.1% |
| Admin fee / account holder | $7,356 | $6,177+19.1% | $5,356+37.4% | $11,601-36.6% |