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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 | $313,890 | $82,678+279.7% | $125,391+150.3% | $68,490+358.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 7.66% | -5.97%+13.6pp | 572.41%-564.8pp | -7.85%+15.5pp |
| Employer contribution / active EE | $19,474 | $3,382+475.8% | $4,816+304.4% | $2,597+650.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,614 | $6,277+53.2% | $10,009-3.9% | $5,403+77.9% |