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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 | $256,534 | $111,814+129.4% | $103,378+148.2% | $145,978+75.7% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 15.63% | 24.80%-9.2pp | 24.91%-9.3pp | 550.52%-534.9pp |
| Employer contribution / active EE | $21,698 | $4,215+414.8% | $3,870+460.6% | $4,662+365.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,119 | $9,764+13.9% | $8,401+32.4% | $13,400-17.0% |