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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 | $292,982 | $71,878+307.6% | $86,698+237.9% | $68,486+327.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 14.36% | 3.53%+10.8pp | 35.95%-21.6pp | -7.85%+22.2pp |
| Employer contribution / active EE | $17,130 | $2,173+688.2% | $2,837+503.8% | $2,597+559.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,539 | $6,113+88.8% | $7,493+54.0% | $5,404+113.5% |