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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 | $268,848 | $88,815+202.7% | $81,882+228.3% | $145,897+84.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.94% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.4pp |
| Employer contribution / active EE | $7,760 | $3,086+151.4% | $2,916+166.1% | $4,663+66.4% |
| Participant deferral / active EE | $16,928 | $4,647+264.3% | $4,323+291.6% | $6,689+153.1% |
| Admin fee / account holder | $2,213 | $8,434-73.8% | $7,360-69.9% | $13,390-83.5% |