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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 | $292,076 | $73,863+295.4% | $143,797+103.1% | $68,490+326.4% |
| Participation rate | 70.4% | 66.7%+3.7pp | 80.3%-9.9pp | 67.9%+2.5pp |
| Annual return | 10.56% | 0.91%+9.6pp | -0.04%+10.6pp | -7.85%+18.4pp |
| Employer contribution / active EE | $10,016 | $3,185+214.5% | $4,952+102.3% | $2,597+285.7% |
| Participant deferral / active EE | $3,171 | $3,385-6.3% | $5,638-43.8% | $4,028-21.3% |
| Admin fee / account holder | $786 | $5,756-86.3% | $14,679-94.6% | $5,403-85.5% |