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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 | $316,126 | $135,956+132.5% | $123,894+155.2% | $273,972+15.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.94% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $7,252 | $5,170+40.3% | $4,617+57.1% | $4,869+49.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $68,765 | $9,817+600.4% | $8,357+722.8% | $10,133+578.7% |