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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 | $333,871 | $95,453+249.8% | $112,040+198.0% | $82,448+304.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 23.37% | 23.92%-0.6pp | 24.52%-1.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $3,488 | $2,318+50.5% | $2,954+18.1% | $2,551+36.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,148 | $9,013-65.1% | $12,098-74.0% | $7,234-56.5% |