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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 | $267,167 | $155,555+71.8% | $146,866+81.9% | $155,188+72.2% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.5%+8.8pp | 80.8%+10.5pp |
| Annual return | 11.07% | 115.41%-104.3pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $4,010 | $4,647-13.7% | $4,425-9.4% | $4,248-5.6% |
| Participant deferral / active EE | $8,950 | $8,044+11.3% | $7,759+15.3% | $6,531+37.0% |
| Admin fee / account holder | $104,559 | $14,755+608.6% | $13,620+667.7% | $14,480+622.1% |