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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 | $264,477 | $75,832+248.8% | $147,617+79.2% | $59,633+343.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.74% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $7,633 | $3,485+119.0% | $5,564+37.2% | $2,203+246.5% |
| Participant deferral / active EE | $5,453 | $3,131+74.2% | $4,895+11.4% | $3,192+70.9% |
| Admin fee / account holder | $95,697 | $5,986+1498.8% | $11,612+724.1% | $4,297+2127.1% |