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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 | $250,609 | $118,875+110.8% | $96,572+159.5% | $167,553+49.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.81% | 50.50%-34.7pp | 37.79%-22.0pp | 478.89%-463.1pp |
| Employer contribution / active EE | $20,643 | $3,121+561.4% | $2,357+775.7% | $4,840+326.5% |
| Participant deferral / active EE | $11,657 | $4,617+152.5% | $3,850+202.8% | $6,343+83.8% |
| Admin fee / account holder | $1,806 | $8,070-77.6% | $6,183-70.8% | $12,316-85.3% |