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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 | $277,870 | $232,540+19.5% | $185,117+50.1% | $147,586+88.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 29.70% | 43.03%-13.3pp | 40.50%-10.8pp | 578.59%-548.9pp |
| Employer contribution / active EE | $14,118 | $5,195+171.8% | $4,182+237.6% | $4,876+189.5% |
| Participant deferral / active EE | $2,655 | $5,834-54.5% | $5,045-47.4% | $5,439-51.2% |
| Admin fee / account holder | $21,926 | $10,275+113.4% | $8,159+168.7% | $10,886+101.4% |