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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 | $261,962 | $117,846+122.3% | $102,434+155.7% | $145,884+79.6% |
| Participation rate | 73.7% | 78.6%-4.9pp | 76.5%-2.8pp | 80.3%-6.6pp |
| Annual return | 15.97% | 31.90%-15.9pp | 29.46%-13.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,277 | $3,615-9.3% | $3,023+8.4% | $4,662-29.7% |
| Participant deferral / active EE | $10,120 | $5,733+76.5% | $5,055+100.2% | $6,690+51.3% |
| Admin fee / account holder | $30,169 | $13,356+125.9% | $9,462+218.8% | $13,392+125.3% |