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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 | $263,882 | $82,882+218.4% | $127,803+106.5% | $72,976+261.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 21.15% | 32.20%-11.1pp | 26.14%-5.0pp | 81.02%-59.9pp |
| Employer contribution / active EE | $3,678 | $3,346+9.9% | $4,576-19.6% | $2,440+50.7% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,023-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,333 | $6,487+74.7% | $9,399+20.6% | $5,124+121.2% |