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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 | $277,744 | $109,620+153.4% | $148,496+87.0% | $94,015+195.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 13.16% | 17.54%-4.4pp | 12.33%+0.8pp | 17.84%-4.7pp |
| Employer contribution / active EE | $8,974 | $2,618+242.8% | $3,497+156.6% | $2,790+221.7% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $14,366 | $10,050+43.0% | $19,547-26.5% | $8,951+60.5% |