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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 | $250,222 | $77,164+224.3% | $178,014+40.6% | $80,874+209.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.76% | 18.09%-5.3pp | 294.80%-282.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $14,449 | $2,288+531.6% | $3,950+265.8% | $2,756+424.3% |
| Participant deferral / active EE | $13,871 | $4,408+214.7% | $6,276+121.0% | $4,297+222.8% |
| Admin fee / account holder | $86,861 | $7,164+1112.5% | $10,362+738.3% | $6,935+1152.5% |