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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 | $645,054 | $76,696+741.1% | $96,538+568.2% | $71,529+801.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 21.02% | 48.32%-27.3pp | 35.74%-14.7pp | 28.97%-8.0pp |
| Employer contribution / active EE | $4,216 | $3,032+39.1% | $3,740+12.7% | $2,590+62.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,878 | $2,030-7.5% | $6,737-72.1% | $1,588+18.2% |