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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 | $270,132 | $76,407+253.5% | $150,298+79.7% | $82,448+227.6% |
| Participation rate | 83.8% | 66.4%+17.4pp | 77.8%+6.0pp | 68.1%+15.7pp |
| Annual return | 16.97% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,732 | $2,614+4.5% | $4,154-34.2% | $2,551+7.1% |
| Participant deferral / active EE | $5,951 | $3,214+85.1% | $5,453+9.1% | $4,139+43.8% |
| Admin fee / account holder | $3,147 | $6,352-50.4% | $14,116-77.7% | $7,234-56.5% |