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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 | $353,401 | $176,786+99.9% | $146,643+141.0% | $167,536+110.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.81% | 24.04%-3.2pp | 22.75%-1.9pp | 478.82%-458.0pp |
| Employer contribution / active EE | $2,796 | $5,161-45.8% | $4,137-32.4% | $4,839-42.2% |
| Participant deferral / active EE | $22,750 | $6,440+253.3% | $5,506+313.2% | $6,342+258.7% |
| Admin fee / account holder | $19,806 | $13,262+49.3% | $10,280+92.7% | $12,315+60.8% |