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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 | $284,261 | $86,949+226.9% | $102,460+177.4% | $80,959+251.1% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.7%+4.3pp |
| Annual return | 15.94% | 18.89%-3.0pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,059 | $4,121+71.3% | $5,056+39.6% | $4,300+64.2% |
| Admin fee / account holder | $5,418 | $8,048-32.7% | $9,460-42.7% | $6,925-21.8% |