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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 | $311,870 | $115,796+169.3% | $101,264+208.0% | $158,950+96.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.06% | 56.15%-31.1pp | 46.48%-21.4pp | 302.91%-277.8pp |
| Employer contribution / active EE | $14,139 | $4,175+238.6% | $3,660+286.3% | $4,762+196.9% |
| Participant deferral / active EE | $14,793 | $4,958+198.4% | $4,370+238.5% | $5,983+147.3% |
| Admin fee / account holder | $11,552 | $7,247+59.4% | $5,947+94.3% | $11,248+2.7% |