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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 | $422,960 | $135,905+211.2% | $126,068+235.5% | $198,609+113.0% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 7.28% | 14.07%-6.8pp | 15.01%-7.7pp | 202.70%-195.4pp |
| Employer contribution / active EE | $30,000 | $4,245+606.7% | $3,968+656.1% | $5,055+493.4% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $564 | $21,036-97.3% | $18,264-96.9% | $19,030-97.0% |