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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 | $353,677 | $106,115+233.3% | $85,969+311.4% | $125,388+182.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.65% | 13.93%-15.6pp | 9.32%-11.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $20,911 | $4,537+360.9% | $3,474+501.8% | $4,866+329.7% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $59,797 | $8,144+634.3% | $6,053+887.9% | $9,541+526.8% |