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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 | $299,086 | $87,834+240.5% | $133,975+123.2% | $62,881+375.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 23.09% | 12.05%+11.0pp | 29.29%-6.2pp | 20.14%+2.9pp |
| Employer contribution / active EE | $3,923 | $3,482+12.6% | $5,211-24.7% | $2,281+72.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,787 | $5,372+44.9% | $9,324-16.5% | $4,296+81.3% |