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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 | $259,447 | $108,911+138.2% | $100,392+158.4% | $145,884+77.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.37% | 58.23%-42.9pp | 49.45%-34.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $14,670 | $4,420+231.9% | $3,941+272.2% | $4,662+214.6% |
| Participant deferral / active EE | $6,100 | $8,459-27.9% | $8,090-24.6% | $6,690-8.8% |
| Admin fee / account holder | $2,808 | $9,698-71.0% | $7,904-64.5% | $13,392-79.0% |