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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 | $259,929 | $93,346+178.5% | $71,796+262.0% | $273,972-5.1% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 24.60% | 130.39%-105.8pp | 78.04%-53.4pp | 41.46%-16.9pp |
| Employer contribution / active EE | $3,500 | $2,733+28.1% | $1,924+81.9% | $4,869-28.1% |
| Participant deferral / active EE | $3,929 | $3,475+13.1% | $2,794+40.6% | $5,287-25.7% |
| Admin fee / account holder | $5,715 | $6,571-13.0% | $4,815+18.7% | $10,133-43.6% |