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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 | $324,112 | $99,341+226.3% | $84,750+282.4% | $273,965+18.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.59% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $21,125 | $4,214+401.3% | $3,574+491.0% | $4,869+333.9% |
| Participant deferral / active EE | $18,000 | $4,269+321.6% | $3,712+385.0% | $5,287+240.5% |
| Admin fee / account holder | $2,535 | $6,644-61.9% | $5,332-52.5% | $10,132-75.0% |