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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 | $315,508 | $76,367+313.1% | $93,614+237.0% | $72,983+332.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 25.44% | 25.82%-0.4pp | 32.76%-7.3pp | 81.01%-55.6pp |
| Employer contribution / active EE | $3,112 | $2,275+36.8% | $2,718+14.5% | $2,440+27.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,182 | $6,838-38.8% | $7,889-47.0% | $5,124-18.4% |