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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 | $328,065 | $105,623+210.6% | $87,502+274.9% | $273,972+19.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 3.04% | 12.26%-9.2pp | 12.21%-9.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $2,500 | $3,141-20.4% | $2,550-1.9% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,741 | $4,781+312.9% | $4,221+367.7% | $10,133+94.8% |