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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 | $299,407 | $135,956+120.2% | $123,894+141.7% | $273,972+9.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 31.14% | 56.63%-25.5pp | 47.52%-16.4pp | 41.46%-10.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,350 | $6,343-62.9% | $5,984-60.7% | $5,287-55.6% |
| Admin fee / account holder | $11,926 | $9,817+21.5% | $8,357+42.7% | $10,133+17.7% |