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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 | $295,941 | $82,678+257.9% | $125,391+136.0% | $68,490+332.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 5.84% | -5.97%+11.8pp | 572.41%-566.6pp | -7.85%+13.7pp |
| Employer contribution / active EE | $10,502 | $3,382+210.5% | $4,816+118.1% | $2,597+304.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,977 | $6,277+90.8% | $10,009+19.7% | $5,403+121.7% |