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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 | $350,491 | $87,546+300.3% | $75,784+362.5% | $125,389+179.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.94% | 13.49%-12.5pp | 9.68%-8.7pp | 282.24%-281.3pp |
| Employer contribution / active EE | $6,579 | $3,930+67.4% | $3,323+98.0% | $4,866+35.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,109 | $6,503+70.8% | $5,300+109.6% | $9,541+16.4% |