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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 | $324,263 | $83,898+286.5% | $133,346+143.2% | $94,015+244.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 10.99% | 16.00%-5.0pp | 36.85%-25.9pp | 17.84%-6.9pp |
| Employer contribution / active EE | $21,016 | $1,821+1054.4% | $2,853+636.5% | $2,790+653.2% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $16,107 | $7,809+106.3% | $14,264+12.9% | $8,951+79.9% |