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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 | $263,440 | $90,530+191.0% | $76,030+246.5% | $145,897+80.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.27% | 625.08%-613.8pp | 361.54%-350.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $8,056 | $3,319+142.7% | $2,688+199.7% | $4,663+72.8% |
| Participant deferral / active EE | $14,971 | $5,164+189.9% | $4,257+251.7% | $6,689+123.8% |
| Admin fee / account holder | $90,205 | $8,383+976.0% | $6,421+1304.9% | $13,390+573.7% |