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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 | $254,463 | $54,162+369.8% | $68,612+270.9% | $64,173+296.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.03% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $11,047 | $1,846+498.4% | $2,625+320.8% | $2,381+364.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,812 | $4,029+218.0% | $5,131+149.7% | $4,887+162.1% |