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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 | $344,854 | $94,315+265.6% | $239,403+44.0% | $116,462+196.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 82.2%+17.8pp | 74.7%+25.3pp |
| Annual return | 11.17% | 19.05%-7.9pp | 3.34%+7.8pp | 15.65%-4.5pp |
| Employer contribution / active EE | $602 | $1,745-65.5% | $4,656-87.1% | $3,231-81.4% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $4,239-100.0% | $3,836-100.0% |
| Admin fee / account holder | $19,551 | $9,071+115.5% | $21,121-7.4% | $12,754+53.3% |