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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 | $297,690 | $146,267+103.5% | $197,124+51.0% | $82,448+261.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 86.7%-6.7pp | 68.1%+11.9pp |
| Annual return | 14.64% | 29.61%-15.0pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,636 | $7,035+122.3% | $9,135+71.2% | $4,139+277.7% |
| Admin fee / account holder | $27,092 | $14,422+87.9% | $16,298+66.2% | $7,234+274.5% |