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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 | $362,460 | $110,379+228.4% | $102,412+253.9% | $145,884+148.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.84% | 24.84%-15.0pp | 24.94%-15.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $5,200 | $4,216+23.3% | $3,870+34.4% | $4,662+11.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $447,160 | $9,745+4488.7% | $8,388+5231.2% | $13,392+3239.0% |