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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 | $304,366 | $93,598+225.2% | $135,974+123.8% | $75,173+304.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.80% | 30.89%-6.1pp | 68.30%-43.5pp | 160.72%-135.9pp |
| Employer contribution / active EE | $6,070 | $3,538+71.6% | $4,859+24.9% | $2,671+127.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,167 | $6,978-68.9% | $10,767-79.9% | $5,651-61.7% |