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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 | $270,406 | $93,346+189.7% | $71,796+276.6% | $273,972-1.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.30% | 130.39%-124.1pp | 78.04%-71.7pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,414 | $2,733-11.7% | $1,924+25.4% | $4,869-50.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,025 | $6,571-38.7% | $4,815-16.4% | $10,133-60.3% |