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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 | $308,717 | $62,589+393.2% | $76,768+302.1% | $64,173+381.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 8.58% | -1.95%+10.5pp | 2.43%+6.2pp | 7.63%+0.9pp |
| Employer contribution / active EE | $7,438 | $1,832+306.0% | $2,485+199.3% | $2,381+212.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $35,297 | $4,667+656.3% | $6,675+428.8% | $4,887+622.2% |