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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 | $312,614 | $158,852+96.8% | $121,220+157.9% | $135,379+130.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 6.70% | -0.64%+7.3pp | 16.94%-10.2pp | 519.79%-513.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $27,500 | $4,006+586.5% | $3,345+722.1% | $5,609+390.3% |
| Admin fee / account holder | $917 | $6,515-85.9% | $5,021-81.7% | $10,828-91.5% |