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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 | $402,191 | $123,155+226.6% | $108,753+269.8% | $155,188+159.2% |
| Participation rate | 78.6% | 75.6%+2.9pp | 71.1%+7.5pp | 80.8%-2.2pp |
| Annual return | 7.18% | 44.73%-37.6pp | 37.47%-30.3pp | 148.84%-141.7pp |
| Employer contribution / active EE | $7,143 | $2,811+154.1% | $2,427+194.4% | $4,248+68.2% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24,352 | $12,126+100.8% | $10,320+136.0% | $14,480+68.2% |