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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 | $83,898+306.1% | $133,346+155.5% | $94,015+262.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 21.34% | 16.00%+5.3pp | 36.85%-15.5pp | 17.84%+3.5pp |
| Employer contribution / active EE | $975 | $1,821-46.5% | $2,853-65.8% | $2,790-65.1% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $11,571 | $7,809+48.2% | $14,264-18.9% | $8,951+29.3% |