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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 | $258,227 | $115,814+123.0% | $101,275+155.0% | $158,982+62.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.82% | 56.16%-45.3pp | 46.48%-35.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $15,170 | $4,176+263.3% | $3,660+314.5% | $4,763+218.5% |
| Participant deferral / active EE | $7,177 | $4,958+44.7% | $4,371+64.2% | $5,983+19.9% |
| Admin fee / account holder | $17,496 | $7,249+141.4% | $5,948+194.2% | $11,252+55.5% |