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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 | $252,535 | $199,109+26.8% | $173,730+45.4% | $154,746+63.2% |
| Participation rate | 78.9% | 82.8%-3.9pp | 79.6%-0.6pp | 80.7%-1.8pp |
| Annual return | 15.37% | 20.02%-4.7pp | 19.96%-4.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $17,691 | $5,311+233.1% | $4,577+286.5% | $4,379+304.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $218,081 | $20,916+942.7% | $17,523+1144.5% | $14,365+1418.1% |