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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 | $274,149 | $154,209+77.8% | $130,062+110.8% | $139,487+96.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.68% | 32.52%-14.8pp | -137.37%+155.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $9,065 | $5,292+71.3% | $4,322+109.7% | $4,755+90.7% |
| Participant deferral / active EE | $10,881 | $6,709+62.2% | $5,821+86.9% | $6,713+62.1% |
| Admin fee / account holder | $25,887 | $13,988+85.1% | $10,601+144.2% | $11,407+126.9% |