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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 | $273,249 | $48,337+465.3% | $67,560+304.5% | $80,959+237.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.45% | 18.26%-1.8pp | 3533.50%-3517.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $15,322 | $2,023+657.6% | $2,737+459.9% | $2,757+455.7% |
| Participant deferral / active EE | $1,992 | $2,928-32.0% | $4,004-50.3% | $4,300-53.7% |
| Admin fee / account holder | $109,517 | $3,695+2863.5% | $3,994+2642.1% | $6,925+1481.4% |