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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 | $369,395 | $67,411+448.0% | $91,004+305.9% | $70,126+426.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.23% | -40.16%+54.4pp | 4.60%+9.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $11,219 | $1,786+528.2% | $2,456+356.9% | $2,343+379.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,098 | $4,236+20.3% | $5,417-5.9% | $4,645+9.7% |