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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 | $315,724 | $87,166+262.2% | $76,735+311.4% | $137,256+130.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.13% | 26.50%-14.4pp | 29.77%-17.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,158 | $2,904+8.7% | $2,454+28.7% | $4,156-24.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,676 | $8,403-20.5% | $7,189-7.1% | $12,270-45.6% |