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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 | $272,512 | $154,209+76.7% | $130,062+109.5% | $139,487+95.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.62% | 32.52%-13.9pp | -137.37%+156.0pp | 373.84%-355.2pp |
| Employer contribution / active EE | $10,745 | $5,292+103.0% | $4,322+148.6% | $4,755+126.0% |
| Participant deferral / active EE | $21,481 | $6,709+220.2% | $5,821+269.0% | $6,713+220.0% |
| Admin fee / account holder | $52,210 | $13,988+273.2% | $10,601+392.5% | $11,407+357.7% |