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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 | $254,374 | $102,065+149.2% | $453,569-43.9% | $85,851+196.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 34.05% | 25.44%+8.6pp | 64.43%-30.4pp | 318.63%-284.6pp |
| Employer contribution / active EE | $7,692 | $2,852+169.7% | $4,072+88.9% | $2,565+199.8% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,011 | $5,717-82.3% | $11,214-91.0% | $6,261-83.9% |