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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 | $250,984 | $72,269+247.3% | $101,271+147.8% | $79,852+214.3% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 15.10% | 22.29%-7.2pp | 46.48%-31.4pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,930 | $2,692+8.9% | $3,660-19.9% | $2,471+18.6% |
| Participant deferral / active EE | $6,221 | $3,282+89.6% | $4,371+42.3% | $3,740+66.3% |
| Admin fee / account holder | $2,773 | $4,401-37.0% | $5,948-53.4% | $5,306-47.7% |