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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 | $269,262 | $81,457+230.6% | $103,378+160.5% | $80,911+232.8% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 26.78% | 25.58%+1.2pp | 24.91%+1.9pp | 35.63%-8.9pp |
| Employer contribution / active EE | $2,564 | $3,107-17.5% | $3,870-33.7% | $2,756-7.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,598 | $6,717-46.4% | $8,401-57.2% | $6,935-48.1% |