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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 | $254,536 | $137,414+85.2% | $189,545+34.3% | $85,851+196.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.15% | 38.14%-20.0pp | 555.36%-537.2pp | 318.63%-300.5pp |
| Employer contribution / active EE | $20,469 | $4,344+371.2% | $6,162+232.2% | $2,565+697.9% |
| Participant deferral / active EE | $17,485 | $6,260+179.3% | $8,220+112.7% | $3,952+342.4% |
| Admin fee / account holder | $13,946 | $8,630+61.6% | $12,049+15.7% | $6,261+122.7% |