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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 | $259,237 | $88,707+192.2% | $74,184+249.5% | $273,972-5.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.94% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,532 | $3,159+11.8% | $2,370+49.0% | $4,869-27.5% |
| Participant deferral / active EE | $2,611 | $4,212-38.0% | $3,550-26.4% | $5,287-50.6% |
| Admin fee / account holder | $500 | $8,717-94.3% | $5,586-91.0% | $10,133-95.1% |