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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 | $321,864 | $87,546+267.7% | $75,784+324.7% | $125,389+156.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.32% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $37,000 | $3,930+841.5% | $3,323+1013.3% | $4,866+660.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,123 | $6,503+117.2% | $5,300+166.5% | $9,541+48.0% |