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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 | $785,662 | $152,651+414.7% | $105,218+646.7% | $125,389+526.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | 0.36% | 8.24%-7.9pp | 5.33%-5.0pp | 282.24%-281.9pp |
| Employer contribution / active EE | $24,578 | $4,802+411.9% | $3,255+655.1% | $4,866+405.1% |
| Participant deferral / active EE | $5,441 | $6,660-18.3% | $4,867+11.8% | $5,352+1.7% |
| Admin fee / account holder | $315,290 | $14,248+2112.9% | $6,992+4409.1% | $9,541+3204.6% |