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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 | $357,273 | $123,793+188.6% | $177,840+100.9% | $79,852+347.4% |
| Participation rate | 78.6% | 84.7%-6.1pp | 87.7%-9.1pp | 69.6%+8.9pp |
| Annual return | 18.05% | 22.82%-4.8pp | 48.32%-30.3pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,309 | $5,956+89.9% | $7,714+46.6% | $3,740+202.3% |
| Admin fee / account holder | $15,774 | $7,243+117.8% | $12,431+26.9% | $5,306+197.3% |