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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 | $499,506 | $116,462+328.9% | $740,967-32.6% | $116,462+328.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 93.1%-18.1pp | 74.7%+0.3pp |
| Annual return | 18.38% | 15.65%+2.7pp | 11.85%+6.5pp | 15.65%+2.7pp |
| Employer contribution / active EE | $2,330 | $3,231-27.9% | $10,506-77.8% | $3,231-27.9% |
| Participant deferral / active EE | $9,500 | $3,836+147.6% | $6,284+51.2% | $3,836+147.6% |
| Admin fee / account holder | $3,650 | $12,754-71.4% | $75,689-95.2% | $12,754-71.4% |