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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 | $290,557 | $108,285+168.3% | $77,552+274.7% | $158,982+82.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.03% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $628 | $1,325-52.6% | $987-36.3% | $4,763-86.8% |
| Participant deferral / active EE | $493 | $2,455-79.9% | $1,861-73.5% | $5,983-91.8% |
| Admin fee / account holder | $1,182 | $3,709-68.1% | $2,859-58.7% | $11,252-89.5% |