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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 | $283,151 | $86,919+225.8% | $102,457+176.4% | $80,911+250.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.77% | 18.90%-6.1pp | 29.41%-16.6pp | 35.63%-22.9pp |
| Employer contribution / active EE | $10,943 | $2,368+362.1% | $3,022+262.1% | $2,756+297.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,050 | $8,049-49.7% | $9,451-57.2% | $6,935-41.6% |