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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 | $258,295 | $48,053+437.5% | $84,637+205.2% | $72,976+253.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.36% | 37.39%-13.0pp | 258.82%-234.5pp | 81.02%-56.7pp |
| Employer contribution / active EE | $11,923 | $1,602+644.3% | $2,653+349.4% | $2,440+388.7% |
| Participant deferral / active EE | $6,340 | $2,681+136.5% | $3,900+62.6% | $3,608+75.7% |
| Admin fee / account holder | $8,286 | $3,395+144.0% | $4,914+68.6% | $5,124+61.7% |