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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 | $256,536 | $90,486+183.5% | $78,676+226.1% | $273,972-6.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.07% | 75.62%-69.6pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $4,924 | $3,175+55.1% | $2,850+72.8% | $4,869+1.1% |
| Participant deferral / active EE | $4,190 | $3,901+7.4% | $3,517+19.2% | $5,287-20.7% |
| Admin fee / account holder | $1,823 | $5,263-65.4% | $4,510-59.6% | $10,133-82.0% |