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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 | $497,641 | $95,188+422.8% | $76,518+550.4% | $135,379+267.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 9.75% | 4.85%+4.9pp | -0.27%+10.0pp | 519.79%-510.0pp |
| Employer contribution / active EE | $2,500 | $3,303-24.3% | $2,647-5.6% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,280 | $6,249+48.5% | $4,849+91.4% | $10,828-14.3% |