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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 | $260,075 | $72,177+260.3% | $115,038+126.1% | $59,633+336.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.22% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $11,994 | $2,841+322.1% | $4,608+160.3% | $2,203+444.5% |
| Participant deferral / active EE | $13,893 | $4,783+190.5% | $6,026+130.5% | $3,192+335.3% |
| Admin fee / account holder | $14,455 | $4,927+193.4% | $8,175+76.8% | $4,297+236.4% |