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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 | $58,311+364.2% | $81,882+230.6% | $80,959+234.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.15% | 41.85%-26.7pp | 779.47%-764.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $12,044 | $2,347+413.2% | $2,916+313.0% | $2,757+336.8% |
| Participant deferral / active EE | $15,545 | $3,287+372.9% | $4,323+259.6% | $4,300+261.5% |
| Admin fee / account holder | $1,905 | $4,752-59.9% | $7,360-74.1% | $6,925-72.5% |