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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 | $360,180 | $87,544+311.4% | $75,784+375.3% | $125,388+187.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.36% | 13.49%-13.1pp | 9.68%-9.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $4,833 | $3,930+23.0% | $3,323+45.4% | $4,866-0.7% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,370 | $6,502+74.9% | $5,300+114.5% | $9,541+19.2% |