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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 | $266,283 | $165,939+60.5% | $122,354+117.6% | $147,586+80.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.79% | 34.56%-17.8pp | 30.28%-13.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $7,500 | $5,754+30.3% | $4,051+85.1% | $4,876+53.8% |
| Participant deferral / active EE | $1,667 | $4,005-58.4% | $3,287-49.3% | $5,439-69.4% |
| Admin fee / account holder | $241,220 | $7,425+3149.0% | $5,479+4302.8% | $10,886+2115.9% |