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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 | $264,856 | $88,707+198.6% | $74,184+257.0% | $273,972-3.3% |
| 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 | $7,430 | $3,159+135.2% | $2,370+213.5% | $4,869+52.6% |
| Participant deferral / active EE | $8,486 | $4,212+101.5% | $3,550+139.1% | $5,287+60.5% |
| Admin fee / account holder | $7,927 | $8,717-9.1% | $5,586+41.9% | $10,133-21.8% |