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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 | $282,153 | $95,453+195.6% | $112,040+151.8% | $82,448+242.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.93% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $14,815 | $2,318+539.2% | $2,954+401.5% | $2,551+480.8% |
| Participant deferral / active EE | $4,927 | $4,224+16.7% | $5,098-3.3% | $4,139+19.0% |
| Admin fee / account holder | $2,974 | $9,013-67.0% | $12,098-75.4% | $7,234-58.9% |