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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 | $374,903 | $57,350+553.7% | $83,849+347.1% | $64,186+484.1% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | 6.07% | 11.38%-5.3pp | 850.91%-844.8pp | 7.63%-1.6pp |
| Employer contribution / active EE | $1,056 | $2,545-58.5% | $3,631-70.9% | $2,381-55.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $53,813 | $4,046+1230.1% | $5,478+882.3% | $4,888+1000.9% |