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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 | $255,851 | $73,787+246.7% | $98,716+159.2% | $82,448+210.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 27.57% | 18.57%+9.0pp | 31.81%-4.2pp | 41.64%-14.1pp |
| Employer contribution / active EE | $1,265 | $1,511-16.3% | $2,279-44.5% | $2,551-50.4% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $350 | $6,500-94.6% | $8,703-96.0% | $7,234-95.2% |