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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 | $437,098 | $88,707+392.7% | $74,184+489.2% | $273,972+59.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.32% | 11.94%-2.6pp | 17.74%-8.4pp | 41.46%-32.1pp |
| Employer contribution / active EE | $5,746 | $3,159+81.9% | $2,370+142.4% | $4,869+18.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,111 | $8,717-87.3% | $5,586-80.1% | $10,133-89.0% |