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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 | $427,461 | $86,891+392.0% | $142,516+199.9% | $75,177+468.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 20.86% | 23.31%-2.5pp | 20.03%+0.8pp | 160.75%-139.9pp |
| Employer contribution / active EE | $4,518 | $3,355+34.7% | $4,849-6.8% | $2,671+69.1% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,280-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,841 | $7,299-6.3% | $10,008-31.6% | $5,651+21.1% |