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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 | $335,964 | $113,338+196.4% | $94,993+253.7% | $147,586+127.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 6.51% | 20.80%-14.3pp | 27.14%-20.6pp | 578.59%-572.1pp |
| Employer contribution / active EE | $2,500 | $3,160-20.9% | $2,603-4.0% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,801 | $6,063+226.6% | $4,960+299.2% | $10,886+81.9% |