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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 | $257,371 | $110,410+133.1% | $102,437+151.2% | $145,897+76.4% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 9.33% | 24.85%-15.5pp | 24.95%-15.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,881 | $4,217-55.4% | $3,871-51.4% | $4,663-59.7% |
| Participant deferral / active EE | $7,014 | $5,622+24.8% | $5,060+38.6% | $6,689+4.9% |
| Admin fee / account holder | $4,657 | $9,745-52.2% | $8,388-44.5% | $13,390-65.2% |