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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 | $257,626 | $110,137+133.9% | $161,149+59.9% | $82,637+211.8% |
| Participation rate | 80.6% | 72.4%+8.2pp | 78.8%+1.7pp | 68.1%+12.5pp |
| Annual return | 16.86% | 20.69%-3.8pp | 21.16%-4.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,083 | $2,856-27.1% | $4,360-52.2% | $2,552-18.4% |
| Participant deferral / active EE | $2,449 | $4,575-46.5% | $6,153-60.2% | $4,126-40.6% |
| Admin fee / account holder | $15,106 | $9,467+59.6% | $15,194-0.6% | $7,339+105.8% |