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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 | $283,670 | $135,956+108.6% | $123,894+129.0% | $273,972+3.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 3.98% | 56.63%-52.7pp | 47.52%-43.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $4,800 | $5,170-7.2% | $4,617+4.0% | $4,869-1.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $118,325 | $9,817+1105.3% | $8,357+1315.9% | $10,133+1067.8% |