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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 | $263,165 | $107,666+144.4% | $102,184+157.5% | $154,746+70.1% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 19.94% | 29.33%-9.4pp | 31.58%-11.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,698 | $8,719-57.6% | $8,309-55.5% | $6,730-45.1% |
| Admin fee / account holder | $12,890 | $12,943-0.4% | $11,609+11.0% | $14,365-10.3% |