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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 | $251,463 | $127,790+96.8% | $106,555+136.0% | $167,536+50.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.18% | 33.88%-22.7pp | 26.80%-15.6pp | 478.82%-467.6pp |
| Employer contribution / active EE | $11,977 | $3,428+249.4% | $2,819+324.8% | $4,839+147.5% |
| Participant deferral / active EE | $14,597 | $5,088+186.9% | $4,399+231.9% | $6,342+130.2% |
| Admin fee / account holder | $40,092 | $11,229+257.0% | $7,408+441.2% | $12,315+225.6% |