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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 | $273,075 | $48,337+464.9% | $67,560+304.2% | $80,959+237.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.74% | 18.26%-5.5pp | 3533.50%-3520.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,908 | $2,023+43.8% | $2,737+6.3% | $2,757+5.5% |
| Participant deferral / active EE | $9,303 | $2,928+217.7% | $4,004+132.3% | $4,300+116.3% |
| Admin fee / account holder | $30,016 | $3,695+712.2% | $3,994+651.5% | $6,925+333.4% |