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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 | $254,600 | $78,690+223.5% | $161,489+57.7% | $87,485+191.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.60% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.5pp |
| Employer contribution / active EE | $12,155 | $2,588+369.6% | $4,268+184.8% | $2,596+368.2% |
| Participant deferral / active EE | $6,223 | $3,311+88.0% | $5,630+10.5% | $4,274+45.6% |
| Admin fee / account holder | $3,844 | $6,724-42.8% | $16,006-76.0% | $7,775-50.6% |