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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 | $273,073 | $108,825+150.9% | $156,181+74.8% | $82,448+231.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.05% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $5,000 | $2,870+74.2% | $4,294+16.4% | $2,551+96.0% |
| Participant deferral / active EE | $6,115 | $4,577+33.6% | $6,132-0.3% | $4,139+47.7% |
| Admin fee / account holder | $6,981 | $9,341-25.3% | $14,586-52.1% | $7,234-3.5% |