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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 | $299,101 | $124,425+140.4% | $112,040+167.0% | $137,256+117.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 15.37% | 24.72%-9.3pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,567 | $3,411-24.8% | $2,954-13.1% | $4,156-38.2% |
| Participant deferral / active EE | $6,960 | $5,718+21.7% | $5,098+36.5% | $6,407+8.6% |
| Admin fee / account holder | $32,091 | $15,207+111.0% | $12,098+165.3% | $12,270+161.5% |