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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 | $259,381 | $54,105+379.4% | $416,308-37.7% | $54,105+379.4% |
| Participation rate | 94.0% | 78.8%+15.2pp | 93.1%+1.0pp | 78.8%+15.2pp |
| Annual return | 13.19% | 4.97%+8.2pp | 8.83%+4.4pp | 4.97%+8.2pp |
| Employer contribution / active EE | $2,014 | $7,091-71.6% | $24,478-91.8% | $7,091-71.6% |
| Participant deferral / active EE | $2,841 | $1,890+50.4% | $13,255-78.6% | $1,890+50.4% |
| Admin fee / account holder | $17,643 | $4,098+330.5% | $14,896+18.4% | $4,098+330.5% |