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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 | $260,132 | $85,790+203.2% | $67,313+286.5% | $135,380+92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.42% | -0.54%+7.0pp | -4.08%+10.5pp | 519.81%-513.4pp |
| Employer contribution / active EE | $12,509 | $3,487+258.7% | $2,566+387.6% | $4,779+161.8% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,229 | $6,392+294.7% | $4,507+459.8% | $10,828+133.0% |