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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 | $345,096 | $110,083+213.5% | $151,645+127.6% | $68,490+403.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 0.23% | -10.12%+10.3pp | 3.34%-3.1pp | -7.85%+8.1pp |
| Employer contribution / active EE | $30,367 | $4,470+579.3% | $6,165+392.6% | $2,597+1069.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,983 | $7,718+210.8% | $11,614+106.5% | $5,403+343.9% |