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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 | $261,772 | $152,612+71.5% | $125,192+109.1% | $152,897+71.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.20% | 54.85%-35.6pp | 43.79%-24.6pp | 345.43%-326.2pp |
| Employer contribution / active EE | $14,864 | $4,947+200.4% | $3,866+284.5% | $4,764+212.0% |
| Participant deferral / active EE | $18,030 | $5,868+207.2% | $4,937+265.2% | $5,851+208.1% |
| Admin fee / account holder | $500 | $13,437-96.3% | $9,704-94.8% | $11,599-95.7% |