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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 | $437,220 | $94,439+363.0% | $73,658+493.6% | $154,746+182.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 8.56% | 28.25%-19.7pp | 29.72%-21.2pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,250 | $1,257-0.6% | $1,032+21.1% | $4,379-71.5% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $731 | $3,843-81.0% | $3,357-78.2% | $14,365-94.9% |