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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 | $306,056 | $106,749+186.7% | $145,433+110.4% | $82,448+271.2% |
| Participation rate | 73.5% | 75.6%-2.1pp | 82.1%-8.6pp | 68.1%+5.5pp |
| Annual return | 15.12% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,057 | $6,519+161.7% | $7,897+116.0% | $4,139+312.1% |
| Admin fee / account holder | $118,218 | $8,390+1309.1% | $13,129+800.4% | $7,234+1534.1% |