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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 | $385,829 | $77,816+395.8% | $123,552+212.3% | $64,173+501.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.43% | 12.49%-12.1pp | 119.20%-118.8pp | 7.63%-7.2pp |
| Employer contribution / active EE | $25,694 | $3,014+752.5% | $4,628+455.2% | $2,381+979.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,337 | $5,519-57.7% | $9,285-74.8% | $4,887-52.2% |