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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 | $440,615 | $210,991+108.8% | $153,741+186.6% | $145,897+202.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.57% | 13.46%+0.1pp | 15.71%-2.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,954 | $6,057-51.2% | $5,042-41.4% | $4,663-36.6% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,500 | $19,490-82.0% | $12,749-72.5% | $13,390-73.9% |