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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 | $254,974 | $110,083+131.6% | $151,645+68.1% | $68,490+272.3% |
| Participation rate | 96.9% | 84.0%+13.0pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | 30.43% | -10.12%+40.5pp | 3.34%+27.1pp | -7.85%+38.3pp |
| Employer contribution / active EE | $4,000 | $4,470-10.5% | $6,165-35.1% | $2,597+54.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,706 | $7,718-39.0% | $11,614-59.5% | $5,403-12.9% |