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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 | $266,343 | $181,896+46.4% | $156,551+70.1% | $273,972-2.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.42% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $5,300 | $6,248-15.2% | $5,501-3.7% | $4,869+8.9% |
| Participant deferral / active EE | $14,000 | $5,550+152.3% | $4,871+187.4% | $5,287+164.8% |
| Admin fee / account holder | $526 | $15,560-96.6% | $13,028-96.0% | $10,133-94.8% |