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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 | $341,713 | $153,311+122.9% | $109,313+212.6% | $273,972+24.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.91% | 29.86%-23.9pp | 22.07%-16.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $15,687 | $5,619+179.2% | $3,892+303.1% | $4,869+222.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,293 | $8,076-59.2% | $5,666-41.9% | $10,133-67.5% |