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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 | $268,398 | $106,236+152.6% | $96,496+178.1% | $139,427+92.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 32.68% | 38.43%-5.7pp | 35.70%-3.0pp | 373.27%-340.6pp |
| Employer contribution / active EE | $8,332 | $4,104+103.0% | $3,738+122.9% | $4,752+75.4% |
| Participant deferral / active EE | $10,406 | $5,455+90.8% | $4,879+113.3% | $6,711+55.1% |
| Admin fee / account holder | $3,413 | $7,879-56.7% | $6,731-49.3% | $11,404-70.1% |