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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 | $123,000+156.7% | $105,582+199.0% | $198,609+59.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 12.13% | 18.31%-6.2pp | 18.61%-6.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $3,158 | $3,582-11.8% | $2,984+5.8% | $5,055-37.5% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,676 | $16,254-58.9% | $12,856-48.1% | $19,030-64.9% |