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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 | $282,059-7.4% | $213,469+22.4% | $154,746+68.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 14.22% | 20.90%-6.7pp | 20.58%-6.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,646 | $8,186+115.6% | $6,841+158.0% | $6,730+162.2% |
| Admin fee / account holder | $2,506 | $37,435-93.3% | $27,141-90.8% | $14,365-82.6% |