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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 | $261,263 | $407,956-36.0% | $299,830-12.9% | $198,609+31.5% |
| Participation rate | 75.0% | 83.3%-8.3pp | 78.5%-3.5pp | 82.4%-7.4pp |
| Annual return | 14.22% | 6.66%+7.6pp | 10.58%+3.6pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $17,646 | $8,628+104.5% | $7,038+150.7% | $6,977+152.9% |
| Admin fee / account holder | $2,506 | $73,031-96.6% | $50,982-95.1% | $19,030-86.8% |