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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 | $280,667 | $78,027+259.7% | $178,528+57.2% | $80,925+246.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 20.61% | 18.09%+2.5pp | 27.11%-6.5pp | 35.65%-15.0pp |
| Employer contribution / active EE | $5,441 | $2,281+138.5% | $3,950+37.7% | $2,756+97.4% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,475 | $7,168+18.2% | $10,419-18.7% | $6,940+22.1% |