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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 | $253,363 | $72,071+251.5% | $68,368+270.6% | $137,256+84.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.73% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $6,130 | $2,788+119.9% | $2,649+131.4% | $4,156+47.5% |
| Participant deferral / active EE | $13,291 | $4,410+201.4% | $4,123+222.4% | $6,407+107.5% |
| Admin fee / account holder | $16,080 | $5,336+201.4% | $5,150+212.3% | $12,270+31.1% |