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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 | $258,305 | $92,219+180.1% | $76,767+236.5% | $135,380+90.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.83% | 5.46%-4.6pp | 2.43%-1.6pp | 519.81%-519.0pp |
| Employer contribution / active EE | $5,000 | $3,216+55.5% | $2,485+101.2% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,936 | $10,749+20.3% | $6,675+93.8% | $10,828+19.5% |