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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 | $254,169 | $124,425+104.3% | $112,040+126.9% | $137,256+85.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 15.11% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,800 | $3,411+11.4% | $2,954+28.6% | $4,156-8.6% |
| Participant deferral / active EE | $11,057 | $5,718+93.4% | $5,098+116.9% | $6,407+72.6% |
| Admin fee / account holder | $19,925 | $15,207+31.0% | $12,098+64.7% | $12,270+62.4% |