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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 | $261,609 | $47,479+451.0% | $62,929+315.7% | $82,448+217.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.99% | 20.34%-4.4pp | 1063.93%-1047.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $9,671 | $1,885+412.9% | $2,505+286.1% | $2,551+279.1% |
| Participant deferral / active EE | $8,209 | $2,870+186.0% | $3,888+111.1% | $4,139+98.3% |
| Admin fee / account holder | $1,030 | $3,804-72.9% | $5,065-79.7% | $7,234-85.8% |