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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 | $265,669 | $59,332+347.8% | $90,223+194.5% | $59,633+345.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | 0.30% | 3.25%-2.9pp | 1.31%-1.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $10,456 | $3,031+245.0% | $4,378+138.8% | $2,203+374.7% |
| Participant deferral / active EE | $9,748 | $4,369+123.1% | $5,792+68.3% | $3,192+205.4% |
| Admin fee / account holder | $24,750 | $5,032+391.8% | $7,406+234.2% | $4,297+476.0% |