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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 | $257,126 | $72,071+256.8% | $68,368+276.1% | $137,256+87.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.38% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $8,633 | $2,788+209.7% | $2,649+225.9% | $4,156+107.7% |
| Participant deferral / active EE | $12,077 | $4,410+173.8% | $4,123+192.9% | $6,407+88.5% |
| Admin fee / account holder | $3,080 | $5,336-42.3% | $5,150-40.2% | $12,270-74.9% |