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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 | $393,877 | $92,219+327.1% | $76,768+413.1% | $135,379+190.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.84% | 5.46%-4.6pp | 2.43%-1.6pp | 519.79%-518.9pp |
| Employer contribution / active EE | $14,661 | $3,216+355.9% | $2,485+489.9% | $4,779+206.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,420 | $10,749+80.7% | $6,675+190.9% | $10,828+79.3% |