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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 | $328,860 | $39,132+740.4% | $57,196+475.0% | $62,881+423.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.35% | 9.24%-4.9pp | 14.59%-10.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $17,607 | $1,874+839.6% | $2,683+556.3% | $2,281+671.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,966 | $2,594+168.5% | $3,141+121.8% | $4,296+62.2% |