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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 | $289,993 | $85,790+238.0% | $67,313+330.8% | $135,380+114.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.04% | -0.54%+0.6pp | -4.08%+4.1pp | 519.81%-519.8pp |
| Employer contribution / active EE | $9,091 | $3,487+160.7% | $2,566+254.3% | $4,779+90.2% |
| Participant deferral / active EE | $7,204 | $4,651+54.9% | $3,568+101.9% | $5,609+28.4% |
| Admin fee / account holder | $597 | $6,392-90.7% | $4,507-86.7% | $10,828-94.5% |