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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 | $592,101 | $92,219+542.1% | $76,767+671.3% | $135,380+337.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | 0.27% | 5.46%-5.2pp | 2.43%-2.2pp | 519.81%-519.5pp |
| Employer contribution / active EE | $12,667 | $3,216+293.9% | $2,485+409.7% | $4,779+165.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,114 | $10,749+142.9% | $6,675+291.2% | $10,828+141.2% |