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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 | $338,540 | $135,956+149.0% | $123,894+173.2% | $273,972+23.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.78% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,639 | $5,170-68.3% | $4,617-64.5% | $4,869-66.3% |
| Participant deferral / active EE | $3,761 | $6,343-40.7% | $5,984-37.2% | $5,287-28.9% |
| Admin fee / account holder | $53,732 | $9,817+447.3% | $8,357+542.9% | $10,133+430.3% |