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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 | $250,055 | $54,763+356.6% | $90,324+176.8% | $72,976+242.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 29.69% | 30.63%-0.9pp | 78.15%-48.5pp | 81.02%-51.3pp |
| Employer contribution / active EE | $17,428 | $2,093+732.5% | $2,856+510.3% | $2,440+614.2% |
| Participant deferral / active EE | $11,066 | $2,887+283.3% | $3,885+184.8% | $3,608+206.7% |
| Admin fee / account holder | $62,809 | $3,973+1480.7% | $5,356+1072.8% | $5,124+1125.7% |