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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 | $331,239 | $68,996+380.1% | $159,981+107.0% | $68,498+383.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 7.36% | -9.65%+17.0pp | 408.70%-401.3pp | -7.84%+15.2pp |
| Employer contribution / active EE | $24,933 | $2,212+1027.0% | $4,224+490.2% | $2,596+860.3% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,383 | $4,797+179.0% | $8,700+53.8% | $5,403+147.7% |