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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 | $389,157 | $142,361+173.4% | $119,608+225.4% | $134,509+189.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.96% | -12.46%+14.4pp | -14.98%+16.9pp | 418.13%-416.2pp |
| Employer contribution / active EE | $27,790 | $5,224+432.0% | $4,232+556.6% | $4,741+486.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $21,047 | $13,588+54.9% | $10,326+103.8% | $11,427+84.2% |