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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 | $254,896 | $80,753+215.6% | $136,298+87.0% | $62,293+309.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.18% | 35.83%-16.7pp | 5156.27%-5137.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $10,073 | $2,884+249.3% | $4,696+114.5% | $2,042+393.2% |
| Participant deferral / active EE | $9,718 | $5,164+88.2% | $6,247+55.6% | $3,169+206.6% |
| Admin fee / account holder | $7,190 | $525+1268.5% | $9,244-22.2% | $479+1400.0% |