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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 | $297,986 | $72,607+310.4% | $90,259+230.1% | $87,485+240.6% |
| Participation rate | 97.0% | 64.8%+32.2pp | 70.7%+26.2pp | 68.9%+28.0pp |
| Annual return | 14.79% | 18.59%-3.8pp | 18.88%-4.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $7,819 | $1,919+307.3% | $2,291+241.2% | $2,596+201.2% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,116 | $5,947-64.4% | $7,267-70.9% | $7,775-72.8% |