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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 | $94,031+195.4% | $115,768+139.9% | $82,448+236.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 13.16% | 20.61%-7.4pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $8,974 | $2,323+286.3% | $2,940+205.3% | $2,551+251.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,366 | $10,249+40.2% | $12,439+15.5% | $7,234+98.6% |