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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 | $298,368 | $99,345+200.3% | $84,753+252.0% | $273,972+8.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.85% | 22.93%-18.1pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $18,892 | $4,214+348.3% | $3,574+428.5% | $4,869+288.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,814 | $6,645-72.7% | $5,333-66.0% | $10,133-82.1% |