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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 | $257,758 | $67,823+280.0% | $52,425+391.7% | $137,256+87.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.92% | 219.11%-204.2pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $9,759 | $1,163+739.2% | $914+967.5% | $4,156+134.8% |
| Participant deferral / active EE | $8,215 | $2,288+259.1% | $1,790+358.8% | $6,407+28.2% |
| Admin fee / account holder | $8,049 | $2,844+183.0% | $2,495+222.6% | $12,270-34.4% |