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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 | $319,924 | $90,530+253.4% | $76,030+320.8% | $145,897+119.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.54% | 625.08%-612.5pp | 361.54%-349.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $4,531 | $3,319+36.5% | $2,688+68.6% | $4,663-2.8% |
| Participant deferral / active EE | $10,914 | $5,164+111.3% | $4,257+156.4% | $6,689+63.2% |
| Admin fee / account holder | $89,667 | $8,383+969.6% | $6,421+1296.6% | $13,390+569.6% |