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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 | $260,663 | $85,766+203.9% | $136,298+91.2% | $70,126+271.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.66% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $3,764 | $2,966+26.9% | $4,696-19.8% | $2,343+60.7% |
| Participant deferral / active EE | $10,530 | $5,051+108.5% | $6,247+68.6% | $3,332+216.0% |
| Admin fee / account holder | $1,552 | $5,421-71.4% | $9,244-83.2% | $4,645-66.6% |