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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 | $275,466 | $111,535+147.0% | $105,223+161.8% | $137,256+100.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.56% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,553 | $3,939-35.2% | $3,689-30.8% | $4,156-38.6% |
| Participant deferral / active EE | $16,770 | $5,500+204.9% | $5,072+230.7% | $6,407+161.7% |
| Admin fee / account holder | $3,550 | $9,721-63.5% | $8,859-59.9% | $12,270-71.1% |