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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 | $259,289 | $115,810+123.9% | $101,271+156.0% | $158,966+63.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.45% | 56.15%-40.7pp | 46.48%-31.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | $15,445 | $4,175+269.9% | $3,660+322.0% | $4,762+224.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,485 | $7,248+17.1% | $5,948+42.7% | $11,250-24.6% |