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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 | $257,119 | $106,588+141.2% | $94,215+172.9% | $155,188+65.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 70.0%+5.0pp | 80.8%-5.8pp |
| Annual return | 8.44% | 29.39%-20.9pp | 28.22%-19.8pp | 148.84%-140.4pp |
| Employer contribution / active EE | $500 | $3,080-83.8% | $2,675-81.3% | $4,248-88.2% |
| Participant deferral / active EE | $4,558 | $4,802-5.1% | $4,276+6.6% | $6,531-30.2% |
| Admin fee / account holder | $12,433 | $12,281+1.2% | $10,216+21.7% | $14,480-14.1% |