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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 | $357,397 | $43,338+724.7% | $59,887+496.8% | $64,173+456.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.22% | -1.55%+12.8pp | 3.46%+7.8pp | 7.63%+3.6pp |
| Employer contribution / active EE | $17,513 | $2,030+762.8% | $2,722+543.3% | $2,381+635.6% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,225 | $3,007+273.2% | $3,591+212.6% | $4,887+129.7% |