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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 | $275,497 | $80,983+240.2% | $96,544+185.4% | $75,177+266.5% |
| Participation rate | 73.6% | 71.8%+1.8pp | 76.0%-2.4pp | 67.2%+6.4pp |
| Annual return | 20.29% | 27.05%-6.8pp | 25.88%-5.6pp | 160.75%-140.5pp |
| Employer contribution / active EE | $7,085 | $2,282+210.4% | $2,966+138.8% | $2,671+165.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,323 | $6,717+113.3% | $8,254+73.5% | $5,651+153.5% |