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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 | $290,163 | $111,814+159.5% | $103,374+180.7% | $145,959+98.8% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 9.19% | 24.77%-15.6pp | 24.89%-15.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $4,159 | $4,214-1.3% | $3,869+7.5% | $4,661-10.8% |
| Participant deferral / active EE | $10,901 | $5,618+94.0% | $5,058+115.5% | $6,689+63.0% |
| Admin fee / account holder | $1,871 | $9,754-80.8% | $8,394-77.7% | $13,398-86.0% |