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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 | $294,015 | $115,814+153.9% | $101,275+190.3% | $158,982+84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.46% | 56.16%-41.7pp | 46.48%-32.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $21,939 | $4,176+425.4% | $3,660+499.4% | $4,763+360.6% |
| Participant deferral / active EE | $13,108 | $4,958+164.4% | $4,371+199.9% | $5,983+119.1% |
| Admin fee / account holder | $37,390 | $7,249+415.8% | $5,948+528.6% | $11,252+232.3% |