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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 | $305,784 | $167,352+82.7% | $143,788+112.7% | $134,509+127.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $6,300 | $5,620+12.1% | $4,952+27.2% | $4,741+32.9% |
| Participant deferral / active EE | $33,245 | $6,447+415.7% | $5,638+489.7% | $6,400+419.4% |
| Admin fee / account holder | $2,191 | $18,091-87.9% | $14,675-85.1% | $11,427-80.8% |