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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 | $288,524 | $127,387+126.5% | $115,038+150.8% | $125,389+130.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.37% | 31.28%-28.9pp | 26.14%-23.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $4,611 | $5,166-10.7% | $4,608+0.1% | $4,866-5.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,321,607 | $9,516+13787.8% | $8,175+16065.9% | $9,541+13752.1% |