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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 | $270,896 | $135,956+99.3% | $123,894+118.7% | $273,972-1.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 14.54% | 56.63%-42.1pp | 47.52%-33.0pp | 41.46%-26.9pp |
| Employer contribution / active EE | $10,494 | $5,170+103.0% | $4,617+127.3% | $4,869+115.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,265 | $9,817+4.6% | $8,357+22.8% | $10,133+1.3% |