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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 | $258,981 | $64,719+300.2% | $112,249+130.7% | $68,486+278.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.26% | -11.40%+11.7pp | 27.48%-27.2pp | -7.85%+8.1pp |
| Employer contribution / active EE | $20,690 | $2,747+653.3% | $3,636+469.0% | $2,597+696.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,308 | $5,232+97.0% | $6,412+60.8% | $5,404+90.8% |