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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 | $926,830 | $215,361+330.4% | $171,082+441.7% | $273,972+238.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.30% | 25.14%-17.8pp | 32.56%-25.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,000 | $4,967-19.5% | $4,0020% | $4,869-17.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,901 | $10,846+111.1% | $8,520+168.8% | $10,133+126.0% |