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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 | $337,385 | $124,425+171.2% | $112,040+201.1% | $137,256+145.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 11.94% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,734 | $3,411-49.2% | $2,954-41.3% | $4,156-58.3% |
| Participant deferral / active EE | $11,471 | $5,718+100.6% | $5,098+125.0% | $6,407+79.0% |
| Admin fee / account holder | $70,807 | $15,207+365.6% | $12,098+485.3% | $12,270+477.1% |