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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 | $309,847 | $72,404+327.9% | $110,243+181.1% | $64,173+382.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.47% | -6.29%+13.8pp | 314.76%-307.3pp | 7.63%-0.2pp |
| Employer contribution / active EE | $26,387 | $2,282+1056.5% | $3,827+589.6% | $2,381+1008.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $19,532 | $5,664+244.8% | $8,548+128.5% | $4,887+299.6% |