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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 | $86,949+213.6% | $102,460+166.2% | $80,959+236.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 33.40% | 18.89%+14.5pp | 29.47%+3.9pp | 35.67%-2.3pp |
| Employer contribution / active EE | $9,671 | $2,370+308.1% | $3,025+219.7% | $2,757+250.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,708 | $8,048-78.8% | $9,460-81.9% | $6,925-75.3% |