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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 | $265,407 | $157,296+68.7% | $141,191+88.0% | $152,897+73.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.03% | 64.34%-36.3pp | 71.41%-43.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $11,242 | $5,262+113.6% | $4,736+137.4% | $4,764+136.0% |
| Participant deferral / active EE | $9,652 | $7,111+35.7% | $6,710+43.8% | $5,851+65.0% |
| Admin fee / account holder | $41,719 | $12,125+244.1% | $10,264+306.5% | $11,599+259.7% |