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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 | $262,982 | $58,726+347.8% | $142,898+84.0% | $85,847+206.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 23.02% | 27.73%-4.7pp | 5639.64%-5616.6pp | 318.61%-295.6pp |
| Employer contribution / active EE | $3,194 | $1,424+124.3% | $4,146-23.0% | $2,565+24.5% |
| Participant deferral / active EE | $10,038 | $2,609+284.8% | $3,838+161.5% | $3,952+154.0% |
| Admin fee / account holder | $13,122 | $4,234+209.9% | $6,560+100.0% | $6,261+109.6% |