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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 | $297,803 | $91,536+225.3% | $130,062+129.0% | $75,177+296.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.27% | -631.62%+646.9pp | -137.37%+152.6pp | 160.75%-145.5pp |
| Employer contribution / active EE | $7,036 | $2,845+147.3% | $4,322+62.8% | $2,671+163.4% |
| Participant deferral / active EE | $8,095 | $4,343+86.4% | $5,821+39.1% | $4,126+96.2% |
| Admin fee / account holder | $12,076 | $6,780+78.1% | $10,601+13.9% | $5,651+113.7% |