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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 | $712,610 | $67,602+954.1% | $82,312+765.7% | $70,126+916.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.45% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,763 | $1,755+0.4% | $2,428-27.4% | $2,343-24.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $112,470 | $4,512+2392.9% | $5,608+1905.6% | $4,645+2321.1% |