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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 | $262,357 | $106,236+147.0% | $96,496+171.9% | $139,427+88.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.07% | 38.43%-21.4pp | 35.70%-18.6pp | 373.27%-356.2pp |
| Employer contribution / active EE | $5,640 | $4,104+37.4% | $3,738+50.9% | $4,752+18.7% |
| Participant deferral / active EE | $13,163 | $5,455+141.3% | $4,879+169.8% | $6,711+96.1% |
| Admin fee / account holder | $14,199 | $7,879+80.2% | $6,731+111.0% | $11,404+24.5% |