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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 | $274,620 | $123,155+123.0% | $108,753+152.5% | $155,188+77.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 12.23% | 44.73%-32.5pp | 37.47%-25.2pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,586 | $4,623-44.1% | $4,115-37.1% | $6,531-60.4% |
| Admin fee / account holder | $40,732 | $12,126+235.9% | $10,320+294.7% | $14,480+181.3% |