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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 | $271,648 | $53,127+411.3% | $86,597+213.7% | $70,131+287.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.48% | 27.66%-14.2pp | 964.96%-951.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $12,065 | $2,068+483.4% | $2,840+324.9% | $2,342+415.0% |
| Participant deferral / active EE | $10,057 | $2,696+273.1% | $3,609+178.7% | $3,332+201.9% |
| Admin fee / account holder | $62,335 | $3,585+1638.5% | $4,906+1170.7% | $4,645+1241.8% |