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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 | $555,247 | $211,946+162.0% | $169,452+227.7% | $135,380+310.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.92% | 3.26%-0.3pp | 1.83%+1.1pp | 519.81%-516.9pp |
| Employer contribution / active EE | $2,325 | $5,117-54.6% | $4,157-44.1% | $4,779-51.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $38,969 | $11,472+239.7% | $9,110+327.8% | $10,828+259.9% |