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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 | $282,137 | $52,306+439.4% | $69,779+304.3% | $62,881+348.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 14.16% | 13.35%+0.8pp | 12.99%+1.2pp | 20.14%-6.0pp |
| Employer contribution / active EE | $13,202 | $1,799+633.8% | $2,338+464.6% | $2,281+478.8% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,664 | $3,691+216.0% | $4,381+166.2% | $4,296+171.5% |