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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 | $277,034 | $105,623+162.3% | $87,502+216.6% | $273,972+1.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.64% | 12.26%-5.6pp | 12.21%-5.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $14,273 | $3,141+354.5% | $2,550+459.8% | $4,869+193.1% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,373 | $4,781-50.4% | $4,221-43.8% | $10,133-76.6% |