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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 | $357,388 | $60,349+492.2% | $74,184+381.8% | $62,881+468.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 16.76% | 21.38%-4.6pp | 17.74%-1.0pp | 20.14%-3.4pp |
| Employer contribution / active EE | $13,391 | $1,680+697.0% | $2,370+465.0% | $2,281+487.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,932 | $4,261+133.1% | $5,586+77.8% | $4,296+131.2% |