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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 | $275,754 | $139,948+97.0% | $121,663+126.7% | $154,746+78.2% |
| Participation rate | 76.2% | 78.0%-1.8pp | 74.5%+1.7pp | 80.7%-4.5pp |
| Annual return | 17.03% | 230.52%-213.5pp | 147.54%-130.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,556 | $3,521-27.4% | $3,020-15.3% | $4,379-41.6% |
| Participant deferral / active EE | $6,061 | $5,629+7.7% | $4,887+24.0% | $6,730-9.9% |
| Admin fee / account holder | $10,836 | $17,321-37.4% | $14,289-24.2% | $14,365-24.6% |