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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 | $285,249 | $50,199+468.2% | $69,890+308.1% | $66,949+326.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | 21.28% | -13.85%+35.1pp | 190.84%-169.6pp | 1.57%+19.7pp |
| Employer contribution / active EE | $3,569 | $1,864+91.5% | $2,560+39.4% | $2,545+40.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,239-100.0% |
| Admin fee / account holder | $2,042 | $600+240.4% | $6,267-67.4% | $594+243.9% |