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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 | $413,763 | $92,219+348.7% | $76,766+439.0% | $135,382+205.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | 0.77% | 5.46%-4.7pp | 2.43%-1.7pp | 519.77%-519.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,043 | $4,508-54.7% | $3,851-46.9% | $5,609-63.6% |
| Admin fee / account holder | $6,296 | $10,749-41.4% | $6,675-5.7% | $10,829-41.9% |