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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 | $255,790 | $105,856+141.6% | $90,161+183.7% | $147,586+73.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.22% | 37.63%-25.4pp | 34.89%-22.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $24,002 | $4,126+481.7% | $3,318+623.4% | $4,876+392.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,710 | $8,046-66.3% | $5,943-54.4% | $10,886-75.1% |