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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 | $296,315 | $166,268+78.2% | $165,100+79.5% | $145,897+103.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.91% | 100.52%-86.6pp | 70.21%-56.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $10,767 | $5,284+103.8% | $4,348+147.6% | $4,663+130.9% |
| Participant deferral / active EE | $19,614 | $6,964+181.6% | $6,035+225.0% | $6,689+193.2% |
| Admin fee / account holder | $41,900 | $16,659+151.5% | $12,696+230.0% | $13,390+212.9% |