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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 | $251,465 | $48,284+420.8% | $67,524+272.4% | $80,911+210.8% |
| Participation rate | 73.2% | 66.4%+6.8pp | 72.9%+0.3pp | 67.6%+5.5pp |
| Annual return | 27.34% | 18.27%+9.1pp | 3519.41%-3492.1pp | 35.63%-8.3pp |
| Employer contribution / active EE | $3,808 | $2,021+88.4% | $2,734+39.3% | $2,756+38.2% |
| Participant deferral / active EE | $6,673 | $2,927+128.0% | $4,001+66.8% | $4,297+55.3% |
| Admin fee / account holder | $2,966 | $3,688-19.6% | $4,001-25.9% | $6,935-57.2% |