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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 | $269,365 | $91,167+195.5% | $178,498+50.9% | $79,858+237.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.25% | 24.19%-11.9pp | 151.09%-138.8pp | 31.72%-19.5pp |
| Employer contribution / active EE | $14,090 | $3,255+332.8% | $5,011+181.2% | $2,471+470.2% |
| Participant deferral / active EE | $16,506 | $3,236+410.1% | $5,202+217.3% | $3,740+341.3% |
| Admin fee / account holder | $78,749 | $6,747+1067.1% | $13,985+463.1% | $5,306+1384.2% |