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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 | $287,671 | $108,825+164.3% | $156,181+84.2% | $82,448+248.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 25.00% | 20.59%+4.4pp | 64.87%-39.9pp | 41.64%-16.6pp |
| Employer contribution / active EE | $4,688 | $2,870+63.4% | $4,294+9.2% | $2,551+83.8% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,468 | $9,341-73.6% | $14,586-83.1% | $7,234-65.9% |