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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 | $252,193 | $82,028+207.4% | $123,105+104.9% | $59,633+322.9% |
| Participation rate | 78.7% | 83.2%-4.5pp | 86.8%-8.1pp | 68.7%+10.0pp |
| Annual return | 1.47% | 5.12%-3.6pp | 13.22%-11.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $16,708 | $3,297+406.8% | $5,151+224.4% | $2,203+658.6% |
| Participant deferral / active EE | $6,957 | $4,667+49.1% | $6,229+11.7% | $3,192+118.0% |
| Admin fee / account holder | $4,738 | $5,879-19.4% | $9,014-47.4% | $4,297+10.3% |