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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 | $386,563 | $86,940+344.6% | $102,434+277.4% | $80,935+377.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 20.90% | 18.89%+2.0pp | 29.46%-8.6pp | 35.66%-14.8pp |
| Employer contribution / active EE | $6,643 | $2,370+180.3% | $3,023+119.7% | $2,757+141.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,082 | $8,047-74.1% | $9,462-78.0% | $6,924-69.9% |