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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 | $328,052 | $110,212+197.7% | $96,534+239.8% | $139,466+135.2% |
| Participation rate | 72.2% | 78.1%-5.9pp | 76.0%-3.8pp | 80.3%-8.1pp |
| Annual return | 13.02% | 26.42%-13.4pp | 25.88%-12.9pp | 373.66%-360.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,333 | $5,547-21.9% | $4,851-10.7% | $6,712-35.4% |
| Admin fee / account holder | $4,830 | $11,599-58.4% | $8,253-41.5% | $11,409-57.7% |