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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 | $303,537 | $99,345+205.5% | $84,753+258.1% | $273,972+10.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.20% | 22.93%-19.7pp | 22.78%-19.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $22,269 | $4,214+428.5% | $3,574+523.0% | $4,869+357.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,652 | $6,645+165.6% | $5,333+231.0% | $10,133+74.2% |