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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 | $258,444 | $53,162+386.1% | $91,227+183.3% | $68,490+277.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 3.66% | -3.14%+6.8pp | 114.14%-110.5pp | -7.85%+11.5pp |
| Employer contribution / active EE | $14,133 | $1,709+726.8% | $2,851+395.7% | $2,597+444.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,693 | $4,493+93.5% | $5,423+60.3% | $5,403+60.9% |