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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 | $260,581 | $102,422+154.4% | $147,117+77.1% | $80,959+221.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 30.71% | 135.16%-104.4pp | 420.54%-389.8pp | 35.67%-5.0pp |
| Employer contribution / active EE | $8,333 | $3,717+124.2% | $4,932+68.9% | $2,757+202.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $67,971 | $7,953+754.6% | $12,993+423.1% | $6,925+881.5% |