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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 | $274,874 | $106,974+157.0% | $90,796+202.7% | $138,895+97.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 15.65% | 20.10%-4.5pp | 19.29%-3.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,251 | $4,455+62.8% | $3,822+89.7% | $6,396+13.4% |
| Admin fee / account holder | $3,933 | $8,626-54.4% | $7,024-44.0% | $12,562-68.7% |