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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 | $396,845 | $95,453+315.7% | $112,040+254.2% | $82,448+381.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.95% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $13,793 | $2,318+495.1% | $2,954+366.9% | $2,551+440.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,396 | $9,013-29.0% | $12,098-47.1% | $7,234-11.6% |