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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 | $648,235 | $60,349+974.1% | $74,184+773.8% | $62,881+930.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.48% | 21.38%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,762 | $1,680+4.9% | $2,370-25.6% | $2,281-22.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $164,028 | $4,261+3749.7% | $5,586+2836.6% | $4,296+3718.4% |