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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 | $352,181 | $587,889-40.1% | $403,265-12.7% | $587,889-40.1% |
| Participation rate | 83.3% | 87.9%-4.6pp | 98.3%-15.0pp | 87.9%-4.6pp |
| Annual return | 8.88% | 19.70%-10.8pp | 1.23%+7.6pp | 19.70%-10.8pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $14,440-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $5,577-100.0% | $8,361-100.0% |
| Admin fee / account holder | $2,541 | $49,457-94.9% | $3,446-26.3% | $49,457-94.9% |