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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 | $293,756 | $78,690+273.3% | $161,489+81.9% | $87,485+235.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.31% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $22,558 | $2,588+771.6% | $4,268+428.5% | $2,596+768.9% |
| Participant deferral / active EE | $16,189 | $3,311+389.0% | $5,630+187.6% | $4,274+278.8% |
| Admin fee / account holder | $7,158 | $6,724+6.5% | $16,006-55.3% | $7,775-7.9% |