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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 | $410,234 | $587,889-30.2% | $159,156+157.8% | $587,889-30.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 2.57% | 19.70%-17.1pp | 10.03%-7.5pp | 19.70%-17.1pp |
| Employer contribution / active EE | $9,420 | $21,263-55.7% | $11,593-18.7% | $21,263-55.7% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,578-100.0% | $8,361-100.0% |
| Admin fee / account holder | $3,576 | $49,457-92.8% | $122,144-97.1% | $49,457-92.8% |