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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 | $272,715 | $86,922+213.7% | $102,438+166.2% | $80,874+237.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 33.40% | 18.90%+14.5pp | 29.37%+4.0pp | 35.62%-2.2pp |
| Employer contribution / active EE | $9,671 | $2,369+308.1% | $3,024+219.8% | $2,756+250.9% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,708 | $8,050-78.8% | $9,448-81.9% | $6,935-75.4% |