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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 | $292,501 | $109,359+167.5% | $162,177+80.4% | $72,975+300.8% |
| Participation rate | 80.3% | 84.3%-4.0pp | 87.6%-7.3pp | 69.5%+10.8pp |
| Annual return | 24.72% | 25.46%-0.7pp | 115.60%-90.9pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,182 | $5,481+85.8% | $7,297+39.5% | $3,608+182.2% |
| Admin fee / account holder | $16,156 | $7,972+102.7% | $10,843+49.0% | $5,124+215.3% |