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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 | $253,821 | $45,041+463.5% | $63,003+302.9% | $70,131+261.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.17% | 18.76%-4.6pp | 87.59%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $17,514 | $2,052+753.5% | $2,760+534.5% | $2,342+647.7% |
| Participant deferral / active EE | $2,072 | $2,465-16.0% | $3,329-37.8% | $3,332-37.8% |
| Admin fee / account holder | $24,409 | $2,836+760.8% | $3,600+578.0% | $4,645+425.4% |