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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 | $287,538 | $103,949+176.6% | $69,182+315.6% | $273,972+5.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.72% | 35.28%-28.6pp | -21.93%+28.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $7,692 | $1,783+331.4% | $1,206+537.7% | $4,869+58.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,324 | $3,671+72.3% | $2,697+134.5% | $10,133-37.6% |