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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 | $289,986 | $57,140+407.5% | $85,240+240.2% | $80,959+258.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.71% | 21.71%-7.0pp | 66.75%-52.0pp | 35.67%-21.0pp |
| Employer contribution / active EE | $7,151 | $1,802+296.9% | $2,735+161.4% | $2,757+159.4% |
| Participant deferral / active EE | $6,753 | $3,115+116.8% | $4,527+49.2% | $4,300+57.0% |
| Admin fee / account holder | $108,218 | $4,992+2067.9% | $6,165+1655.4% | $6,925+1462.6% |