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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 | $274,798 | $117,895+133.1% | $102,460+168.2% | $145,897+88.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.98% | 31.92%-19.9pp | 29.47%-17.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,977 | $3,619+9.9% | $3,025+31.5% | $4,663-14.7% |
| Participant deferral / active EE | $9,138 | $5,736+59.3% | $5,056+80.7% | $6,689+36.6% |
| Admin fee / account holder | $6,723 | $13,353-49.7% | $9,460-28.9% | $13,390-49.8% |