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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 | $403,805 | $85,766+370.8% | $136,298+196.3% | $70,126+475.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.15% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,042 | $2,966+2.6% | $4,696-35.2% | $2,343+29.9% |
| Participant deferral / active EE | $8,760 | $5,051+73.4% | $6,247+40.2% | $3,332+162.9% |
| Admin fee / account holder | $31,440 | $5,421+480.0% | $9,244+240.1% | $4,645+576.8% |