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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 | $252,990 | $138,393+82.8% | $184,256+37.3% | $80,959+212.5% |
| Participation rate | 83.3% | 83.9%-0.6pp | 86.8%-3.5pp | 67.7%+15.7pp |
| Annual return | 14.74% | 20.01%-5.3pp | 28.85%-14.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,337 | $7,076+102.6% | $9,133+57.0% | $4,300+233.4% |
| Admin fee / account holder | $9,185 | $10,489-12.4% | $13,899-33.9% | $6,925+32.6% |