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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 | $396,701 | $71,891+451.8% | $86,690+357.6% | $68,498+479.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 3.07% | 3.53%-0.5pp | 35.93%-32.9pp | -7.84%+10.9pp |
| Employer contribution / active EE | $3,502 | $2,173+61.2% | $2,837+23.5% | $2,596+34.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,151 | $6,112+17.0% | $7,490-4.5% | $5,403+32.4% |