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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 | $281,860 | $85,766+228.6% | $136,298+106.8% | $70,126+301.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.36% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $12,127 | $2,966+308.9% | $4,696+158.3% | $2,343+417.7% |
| Participant deferral / active EE | $10,258 | $5,051+103.1% | $6,247+64.2% | $3,332+207.9% |
| Admin fee / account holder | $18,670 | $5,421+244.4% | $9,244+102.0% | $4,645+301.9% |