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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 | $271,347 | $91,198+197.5% | $178,503+52.0% | $79,856+239.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.18% | 24.20%-8.0pp | 151.12%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $18,834 | $3,257+478.3% | $5,011+275.8% | $2,471+662.1% |
| Participant deferral / active EE | $14,342 | $3,237+343.1% | $5,202+175.7% | $3,741+283.4% |
| Admin fee / account holder | $62,079 | $6,748+819.9% | $13,987+343.8% | $5,306+1069.9% |