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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 | $292,484 | $115,810+152.6% | $101,271+188.8% | $158,966+84.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.90% | 56.15%-44.3pp | 46.48%-34.6pp | 302.95%-291.0pp |
| Employer contribution / active EE | $17,158 | $4,175+310.9% | $3,660+368.8% | $4,762+260.3% |
| Participant deferral / active EE | $8,228 | $4,958+65.9% | $4,371+88.2% | $5,983+37.5% |
| Admin fee / account holder | $41,387 | $7,248+471.0% | $5,948+595.9% | $11,250+267.9% |