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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 | $325,009 | $72,388+349.0% | $111,392+191.8% | $64,173+406.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -4.22% | -1.50%-2.7pp | -2.06%-2.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $24,766 | $3,000+725.6% | $4,328+472.3% | $2,381+940.2% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $20,301 | $5,719+255.0% | $12,266+65.5% | $4,887+315.4% |