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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 | $255,063 | $90,486+181.9% | $78,676+224.2% | $273,972-6.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.38% | 75.62%-69.2pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $25,452 | $3,175+701.6% | $2,850+793.0% | $4,869+422.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $153,856 | $5,263+2823.2% | $4,510+3311.4% | $10,133+1418.4% |