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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 | $394,273 | $337,732+16.7% | $337,732+16.7% | $534,210-26.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 79.0%+21.0pp | 89.6%+10.4pp |
| Annual return | 4.21% | 10.11%-5.9pp | 10.26%-6.0pp | 10.40%-6.2pp |
| Employer contribution / active EE | $8,640 | $9,330-7.4% | $9,009-4.1% | $19,440-55.6% |
| Participant deferral / active EE | $0 | $3,000-100.0% | $2,768-100.0% | $11,136-100.0% |
| Admin fee / account holder | $9,885 | $3,556+177.9% | $3,556+177.9% | $14,821-33.3% |