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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 | $286,723 | $65,704+336.4% | $94,229+204.3% | $59,633+380.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 3.00% | 5.22%-2.2pp | 10.68%-7.7pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $13,114 | $2,021+549.0% | $3,587+265.6% | $2,203+495.4% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,060 | $4,265-51.7% | $6,269-67.1% | $4,297-52.0% |