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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 | $296,806 | $87,705+238.4% | $63,517+367.3% | $125,393+136.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 1.31% | 21.70%-20.4pp | -70.30%+71.6pp | 282.23%-280.9pp |
| Employer contribution / active EE | $19,934 | $3,601+453.6% | $2,322+758.5% | $4,866+309.6% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,351-100.0% |
| Admin fee / account holder | $5,686 | $11,948-52.4% | $5,892-3.5% | $9,541-40.4% |