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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 | $285,426 | $94,529+201.9% | $140,019+103.8% | $64,173+344.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 5.20% | 7.77%-2.6pp | 651.15%-646.0pp | 7.63%-2.4pp |
| Employer contribution / active EE | $13,678 | $3,812+258.8% | $5,605+144.0% | $2,381+474.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $21,147 | $6,741+213.7% | $10,705+97.5% | $4,887+332.7% |