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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 | $270,664 | $58,234+364.8% | $81,783+231.0% | $80,874+234.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.15% | 41.70%-26.6pp | 775.05%-759.9pp | 35.62%-20.5pp |
| Employer contribution / active EE | $12,044 | $2,341+414.4% | $2,913+313.5% | $2,756+337.1% |
| Participant deferral / active EE | $15,545 | $3,283+373.5% | $4,320+259.8% | $4,297+261.8% |
| Admin fee / account holder | $1,905 | $4,982-61.8% | $7,380-74.2% | $6,935-72.5% |