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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 | $392,582 | $99,345+295.2% | $84,753+363.2% | $273,972+43.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.36% | 22.93%-19.6pp | 22.78%-19.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $40,000 | $4,214+849.2% | $3,574+1019.1% | $4,869+721.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,572 | $6,645-46.3% | $5,333-33.0% | $10,133-64.7% |