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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 | $302,502 | $65,712+360.3% | $57,196+428.9% | $273,972+10.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.20% | 22.01%-20.8pp | 14.59%-13.4pp | 41.46%-40.3pp |
| Employer contribution / active EE | $23,206 | $3,280+607.5% | $2,683+764.9% | $4,869+376.6% |
| Participant deferral / active EE | $900 | $3,782-76.2% | $3,096-70.9% | $5,287-83.0% |
| Admin fee / account holder | $4,975 | $4,838+2.8% | $3,141+58.4% | $10,133-50.9% |