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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 | $251,489 | $72,071+248.9% | $68,368+267.8% | $137,256+83.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.35% | 353.14%-328.8pp | 292.57%-268.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $13,839 | $2,788+396.4% | $2,649+422.4% | $4,156+233.0% |
| Participant deferral / active EE | $31,000 | $4,410+602.9% | $4,123+651.9% | $6,407+383.9% |
| Admin fee / account holder | $26,944 | $5,336+405.0% | $5,150+423.2% | $12,270+119.6% |