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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 | $279,297 | $100,262+178.6% | $81,370+243.2% | $145,897+91.4% |
| Participation rate | 70.0% | 74.3%-4.3pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 15.21% | 34.52%-19.3pp | 24.85%-9.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,894 | $2,979-36.4% | $2,464-23.1% | $4,663-59.4% |
| Participant deferral / active EE | $10,321 | $4,612+123.8% | $3,885+165.6% | $6,689+54.3% |
| Admin fee / account holder | $23,694 | $8,163+190.3% | $5,749+312.1% | $13,390+76.9% |