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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 | $418,821 | $94,529+343.1% | $140,019+199.1% | $64,181+552.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.55% | 7.77%-7.2pp | 651.15%-650.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $8,575 | $3,812+124.9% | $5,605+53.0% | $2,381+260.2% |
| Participant deferral / active EE | $20,438 | $5,250+289.3% | $6,927+195.1% | $3,470+489.1% |
| Admin fee / account holder | $47,372 | $6,741+602.8% | $10,705+342.5% | $4,887+869.3% |