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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 | $250,718 | $84,236+197.6% | $170,435+47.1% | $70,126+257.5% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 16.80% | 23.06%-6.3pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $494 | $3,387-85.4% | $5,432-90.9% | $2,343-78.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $23,026 | $5,698+304.1% | $13,881+65.9% | $4,645+395.7% |