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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 | $283,306 | $93,346+203.5% | $71,796+294.6% | $273,972+3.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.80% | 130.39%-125.6pp | 78.04%-73.2pp | 41.46%-36.7pp |
| Employer contribution / active EE | $30,000 | $2,733+997.6% | $1,924+1458.9% | $4,869+516.2% |
| Participant deferral / active EE | $16,500 | $3,475+374.8% | $2,794+490.5% | $5,287+212.1% |
| Admin fee / account holder | $1,758 | $6,571-73.3% | $4,815-63.5% | $10,133-82.7% |