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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 | $258,574 | $75,832+241.0% | $147,617+75.2% | $59,633+333.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.31% | 0.37%+1.9pp | 61.98%-59.7pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $11,396 | $3,485+227.0% | $5,564+104.8% | $2,203+417.4% |
| Participant deferral / active EE | $16,629 | $3,131+431.2% | $4,895+239.7% | $3,192+421.0% |
| Admin fee / account holder | $5,716 | $5,986-4.5% | $11,612-50.8% | $4,297+33.0% |