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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 | $253,339 | $155,555+62.9% | $146,866+72.5% | $155,188+63.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 11.28% | 115.41%-104.1pp | 102.85%-91.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $9,717 | $4,647+109.1% | $4,425+119.6% | $4,248+128.7% |
| Participant deferral / active EE | $20,828 | $8,044+158.9% | $7,759+168.4% | $6,531+218.9% |
| Admin fee / account holder | $2,106 | $14,755-85.7% | $13,620-84.5% | $14,480-85.5% |