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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 | $76,834+343.4% | $108,359+214.4% | $87,485+289.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 21.34% | 19.09%+2.3pp | 36.89%-15.6pp | 26.06%-4.7pp |
| Employer contribution / active EE | $975 | $1,556-37.4% | $2,399-59.4% | $2,596-62.5% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $11,571 | $6,537+77.0% | $9,741+18.8% | $7,775+48.8% |