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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 | $260,232 | $57,072+356.0% | - | $125,389+107.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | - | 83.2%+16.8pp |
| Annual return | 0.15% | 36.57%-36.4pp | - | 282.24%-282.1pp |
| Employer contribution / active EE | $6,000 | $3,605+66.4% | - | $4,866+23.3% |
| Participant deferral / active EE | $0 | $3,350-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $500 | $2,644-81.1% | - | $9,541-94.8% |