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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 | $464,142 | $213,785+117.1% | $185,441+150.3% | $155,188+199.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 10.23% | 19.97%-9.7pp | 20.16%-9.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $4,286 | $5,393-20.5% | $4,672-8.3% | $4,248+0.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $37,394 | $21,134+76.9% | $17,890+109.0% | $14,480+158.3% |