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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 | $261,263 | $239,571+9.1% | $183,328+42.5% | $137,256+90.3% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 80.0%-5.0pp |
| Annual return | 14.22% | 35.69%-21.5pp | 29.67%-15.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,646 | $7,995+120.7% | $6,795+159.7% | $6,407+175.4% |
| Admin fee / account holder | $2,506 | $30,059-91.7% | $21,427-88.3% | $12,270-79.6% |