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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 | $340,691 | $73,787+361.7% | $98,716+245.1% | $82,448+313.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 21.34% | 18.57%+2.8pp | 31.81%-10.5pp | 41.64%-20.3pp |
| Employer contribution / active EE | $975 | $1,511-35.5% | $2,279-57.2% | $2,551-61.8% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,571 | $6,500+78.0% | $8,703+33.0% | $7,234+60.0% |