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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 | $592,634 | $81,457+627.5% | $103,378+473.3% | $80,911+632.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 22.34% | 25.58%-3.2pp | 24.91%-2.6pp | 35.63%-13.3pp |
| Employer contribution / active EE | $6,398 | $3,107+105.9% | $3,870+65.3% | $2,756+132.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,924 | $6,717-26.7% | $8,401-41.4% | $6,935-29.0% |