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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 | $254,151 | $72,177+252.1% | $115,038+120.9% | $59,633+326.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.28% | 12.02%-11.7pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $7,931 | $2,841+179.1% | $4,608+72.1% | $2,203+260.0% |
| Participant deferral / active EE | $9,350 | $4,783+95.5% | $6,026+55.1% | $3,192+192.9% |
| Admin fee / account holder | $7,327 | $4,927+48.7% | $8,175-10.4% | $4,297+70.5% |