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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 | $262,529 | $124,425+111.0% | $112,040+134.3% | $137,256+91.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 11.13% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,362 | $3,411-1.5% | $2,954+13.8% | $4,156-19.1% |
| Participant deferral / active EE | $7,028 | $5,718+22.9% | $5,098+37.9% | $6,407+9.7% |
| Admin fee / account holder | $7,235 | $15,207-52.4% | $12,098-40.2% | $12,270-41.0% |