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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 | $360,979 | $87,546+312.3% | $75,784+376.3% | $125,389+187.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.49% | 13.49%-13.0pp | 9.68%-9.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $20,900 | $3,930+431.8% | $3,323+528.9% | $4,866+329.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,114 | $6,503+86.3% | $5,300+128.6% | $9,541+27.0% |