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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 | $274,771 | $114,712+139.5% | $173,730+58.2% | $87,485+214.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 13.91% | 20.18%-6.3pp | 19.96%-6.0pp | 26.06%-12.2pp |
| Employer contribution / active EE | $9,623 | $2,904+231.4% | $4,577+110.2% | $2,596+270.6% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,601 | $10,210-45.1% | $17,523-68.0% | $7,775-28.0% |