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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 | $296,012 | $100,805+193.6% | $86,698+241.4% | $134,532+120.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.29% | 29.09%-27.8pp | 35.95%-34.7pp | 418.27%-417.0pp |
| Employer contribution / active EE | $16,770 | $3,490+380.5% | $2,837+491.2% | $4,741+253.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,993 | $10,925-54.3% | $7,493-33.4% | $11,429-56.3% |