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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 | $276,622 | $70,430+292.8% | $96,572+186.4% | $85,851+222.2% |
| Participation rate | 95.7% | 61.8%+33.9pp | 69.8%+25.9pp | 69.3%+26.4pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $3,842 | $1,413+171.9% | $2,357+63.0% | $2,565+49.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,753 | $4,996+15.2% | $6,183-6.9% | $6,261-8.1% |