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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 | $327,971 | $106,247+208.7% | $96,515+239.8% | $139,466+135.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.42% | 38.47%-27.0pp | 35.73%-24.3pp | 373.66%-362.2pp |
| Employer contribution / active EE | $942 | $4,106-77.1% | $3,740-74.8% | $4,754-80.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $492 | $7,885-93.8% | $6,735-92.7% | $11,409-95.7% |