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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 | $250,668 | $85,790+192.2% | $67,313+272.4% | $135,380+85.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2.54% | -0.54%+3.1pp | -4.08%+6.6pp | 519.81%-517.3pp |
| Employer contribution / active EE | $6,275 | $3,487+79.9% | $2,566+144.6% | $4,779+31.3% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $320,911 | $6,392+4920.2% | $4,507+7020.7% | $10,828+2863.7% |