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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 | $184,014+152.2% | $161,149+188.0% | $138,895+234.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 10.23% | 21.52%-11.3pp | 21.16%-10.9pp | 145.39%-135.2pp |
| Employer contribution / active EE | $4,286 | $5,055-15.2% | $4,360-1.7% | $4,194+2.2% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $37,394 | $18,027+107.4% | $15,194+146.1% | $12,562+197.7% |