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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 | $281,207 | $182,442+54.1% | $163,379+72.1% | $138,895+102.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 13.61% | 72.74%-59.1pp | 63.41%-49.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $8,484 | $4,159+104.0% | $3,752+126.1% | $4,194+102.3% |
| Participant deferral / active EE | $3,254 | $6,817-52.3% | $6,282-48.2% | $6,396-49.1% |
| Admin fee / account holder | $62,523 | $10,396+501.4% | $9,818+536.8% | $12,562+397.7% |