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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 | $253,255 | $85,790+195.2% | $67,313+276.2% | $135,382+87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.72% | -0.54%+6.3pp | -4.08%+9.8pp | 519.77%-514.1pp |
| Employer contribution / active EE | $5,455 | $3,487+56.4% | $2,566+112.6% | $4,779+14.1% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,377 | $6,392+250.1% | $4,507+396.5% | $10,829+106.6% |