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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 | $280,276 | $57,352+388.7% | $83,831+234.3% | $64,173+336.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.94% | 11.38%-4.4pp | 850.99%-844.0pp | 7.63%-0.7pp |
| Employer contribution / active EE | $17,918 | $2,546+603.9% | $3,631+393.5% | $2,381+652.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,507 | $4,046+110.3% | $5,479+55.3% | $4,887+74.1% |