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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 | $69,012+380.0% | $160,037+107.0% | $68,490+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 | 408.95%-401.6pp | -7.85%+15.2pp |
| Employer contribution / active EE | $24,933 | $2,212+1027.0% | $4,226+490.0% | $2,597+860.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,383 | $4,798+178.9% | $8,716+53.5% | $5,403+147.7% |