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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 | $266,656 | $100,041+166.5% | $149,718+78.1% | $70,131+280.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.94% | 27.43%-11.5pp | 1501.70%-1485.8pp | 73.14%-57.2pp |
| Employer contribution / active EE | $7,817 | $3,662+113.5% | $5,444+43.6% | $2,342+233.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,230 | $8,286-61.0% | $11,283-71.4% | $4,645-30.5% |