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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 | $117,846+133.2% | $102,434+168.3% | $145,884+88.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.98% | 31.90%-19.9pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $3,977 | $3,615+10.0% | $3,023+31.5% | $4,662-14.7% |
| Participant deferral / active EE | $9,138 | $5,733+59.4% | $5,055+80.8% | $6,690+36.6% |
| Admin fee / account holder | $6,723 | $13,356-49.7% | $9,462-28.9% | $13,392-49.8% |