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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 | $279,448 | $60,139+364.7% | $90,461+208.9% | $79,856+249.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.71% | 71.96%-61.3pp | 1294.76%-1284.1pp | 31.71%-21.0pp |
| Employer contribution / active EE | $11,773 | $2,069+469.1% | $3,264+260.7% | $2,471+376.4% |
| Participant deferral / active EE | $10,046 | $2,939+241.8% | $3,964+153.4% | $3,741+168.6% |
| Admin fee / account holder | $58,258 | $3,978+1364.4% | $5,617+937.2% | $5,306+997.9% |