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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 | $255,540 | $57,352+345.6% | $83,830+204.8% | $64,173+298.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 1.07% | 11.38%-10.3pp | 850.97%-849.9pp | 7.63%-6.6pp |
| Employer contribution / active EE | $17,647 | $2,546+593.3% | $3,631+386.0% | $2,381+641.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,419 | $4,046+9.2% | $5,479-19.3% | $4,887-9.6% |