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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 | $410,968 | $149,446+175.0% | $256,809+60.0% | $94,015+337.1% |
| Participation rate | 81.3% | 85.3%-4.0pp | 88.5%-7.3pp | 70.8%+10.4pp |
| Annual return | 18.60% | 17.55%+1.1pp | 32.73%-14.1pp | 17.84%+0.8pp |
| Employer contribution / active EE | $46,998 | $4,596+922.6% | $7,263+547.1% | $2,790+1584.5% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $89,469 | $24,035+272.2% | $25,146+255.8% | $8,951+899.5% |