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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 | $252,425 | $157,296+60.5% | $141,191+78.8% | $152,897+65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.09% | 64.34%-36.2pp | 71.41%-43.3pp | 345.43%-317.3pp |
| Employer contribution / active EE | $14,000 | $5,262+166.0% | $4,736+195.6% | $4,764+193.9% |
| Participant deferral / active EE | $12,733 | $7,111+79.1% | $6,710+89.8% | $5,851+117.6% |
| Admin fee / account holder | $1,891 | $12,125-84.4% | $10,264-81.6% | $11,599-83.7% |