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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 | $250,734 | $112,933+122.0% | $90,970+175.6% | $158,982+57.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.56% | 215.82%-202.3pp | 134.60%-121.0pp | 302.99%-289.4pp |
| Employer contribution / active EE | $3,494 | $2,893+20.8% | $2,122+64.7% | $4,763-26.6% |
| Participant deferral / active EE | $10,217 | $4,128+147.5% | $3,373+202.9% | $5,983+70.8% |
| Admin fee / account holder | $14,643 | $8,047+82.0% | $5,961+145.6% | $11,252+30.1% |