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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 | $146,267+181.0% | $197,124+108.5% | $82,448+398.5% |
| Participation rate | 81.3% | 84.0%-2.8pp | 86.7%-5.5pp | 68.1%+13.2pp |
| Annual return | 18.60% | 29.61%-11.0pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $46,998 | $4,723+895.0% | $6,227+654.7% | $2,551+1742.4% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $89,469 | $14,422+520.4% | $16,298+449.0% | $7,234+1136.7% |