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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 | $250,596 | $137,414+82.4% | $189,537+32.2% | $85,847+191.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 23.15% | 38.14%-15.0pp | 555.34%-532.2pp | 318.61%-295.5pp |
| Employer contribution / active EE | $3,830 | $4,344-11.8% | $6,161-37.8% | $2,565+49.3% |
| Participant deferral / active EE | $8,533 | $6,260+36.3% | $8,220+3.8% | $3,952+115.9% |
| Admin fee / account holder | $21,614 | $8,630+150.5% | $12,048+79.4% | $6,261+245.2% |