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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 | $283,289 | $110,379+156.7% | $102,412+176.6% | $145,884+94.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.23% | 24.84%-9.6pp | 24.94%-9.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $15,054 | $4,216+257.1% | $3,870+289.0% | $4,662+222.9% |
| Participant deferral / active EE | $8,982 | $5,622+59.8% | $5,060+77.5% | $6,690+34.3% |
| Admin fee / account holder | $47,923 | $9,745+391.8% | $8,388+471.4% | $13,392+257.8% |