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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 | $506,381 | $212,777+138.0% | $173,703+191.5% | $198,609+155.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 14.23% | 18.82%-4.6pp | 17.46%-3.2pp | 202.70%-188.5pp |
| Employer contribution / active EE | $7,180 | $5,214+37.7% | $4,288+67.5% | $5,055+42.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,006 | $19,536-53.9% | $15,562-42.1% | $19,030-52.7% |