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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 | $309,114 | $124,425+148.4% | $112,040+175.9% | $137,256+125.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 10.69% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,389 | $3,411-30.0% | $2,954-19.1% | $4,156-42.5% |
| Participant deferral / active EE | $5,563 | $5,718-2.7% | $5,098+9.1% | $6,407-13.2% |
| Admin fee / account holder | $8,156 | $15,207-46.4% | $12,098-32.6% | $12,270-33.5% |