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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 | $269,483 | $93,064+189.6% | $74,577+261.3% | $273,972-1.6% |
| Participation rate | 92.9% | 74.9%+17.9pp | 68.1%+24.7pp | 83.0%+9.8pp |
| Annual return | 7.40% | 26.18%-18.8pp | 20.47%-13.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $24,705 | $3,160+681.8% | $2,525+878.3% | $4,869+407.4% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,627 | $5,273+63.6% | $4,138+108.5% | $10,133-14.9% |