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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 | $250,507 | $137,414+82.3% | $189,537+32.2% | $85,847+191.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.03% | 38.14%-22.1pp | 555.34%-539.3pp | 318.61%-302.6pp |
| Employer contribution / active EE | $7,814 | $4,344+79.9% | $6,161+26.8% | $2,565+204.6% |
| Participant deferral / active EE | $14,590 | $6,260+133.1% | $8,220+77.5% | $3,952+269.2% |
| Admin fee / account holder | $28,290 | $8,630+227.8% | $12,048+134.8% | $6,261+351.9% |