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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 | $273,142 | $106,267+157.0% | $96,520+183.0% | $139,456+95.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 20.64% | 38.45%-17.8pp | 35.72%-15.1pp | 373.45%-352.8pp |
| Employer contribution / active EE | $5,133 | $4,105+25.1% | $3,739+37.3% | $4,753+8.0% |
| Participant deferral / active EE | $4,473 | $5,454-18.0% | $4,879-8.3% | $6,711-33.3% |
| Admin fee / account holder | $22,269 | $7,882+182.5% | $6,733+230.7% | $11,407+95.2% |