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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 | $335,233 | $110,137+204.4% | $161,149+108.0% | $82,637+305.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.78% | 20.69%-7.9pp | 21.16%-8.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $5,774 | $2,856+102.2% | $4,360+32.4% | $2,552+126.2% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,580 | $9,467+32.9% | $15,194-17.2% | $7,339+71.4% |