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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 | $310,900 | $78,197+297.6% | $98,090+217.0% | $82,637+276.2% |
| Participation rate | 70.4% | 77.5%-7.1pp | 81.5%-11.2pp | 68.1%+2.3pp |
| Annual return | 15.11% | 40.25%-25.1pp | 37.05%-21.9pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,706 | $6,636-44.1% | $7,845-52.8% | $4,126-10.2% |
| Admin fee / account holder | $12,579 | $14,832-15.2% | $11,815+6.5% | $7,339+71.4% |