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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 | $385,392 | $92,684+315.8% | $82,706+366.0% | $134,509+186.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.31% | 945.84%-945.5pp | 701.76%-701.5pp | 418.13%-417.8pp |
| Employer contribution / active EE | $22,270 | $3,272+580.7% | $3,007+640.5% | $4,741+369.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,049 | $5,982-32.3% | $5,329-24.0% | $11,427-64.6% |