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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 | $274,610 | $65,685+318.1% | $57,181+380.2% | $273,965+0.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.49% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $22,740 | $3,279+593.6% | $2,682+747.8% | $4,869+367.1% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,549 | $4,835-68.0% | $3,139-50.7% | $10,132-84.7% |