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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 | $351,832 | $71,873+389.5% | $86,698+305.8% | $68,490+413.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 14.24% | 3.54%+10.7pp | 35.96%-21.7pp | -7.85%+22.1pp |
| Employer contribution / active EE | $18,174 | $2,173+736.2% | $2,837+540.6% | $2,597+599.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,318 | $6,110+134.3% | $7,492+91.1% | $5,403+165.0% |