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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 | $284,214 | $109,411+159.8% | $89,435+217.8% | $158,982+78.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.19% | 345.68%-327.5pp | 245.55%-227.4pp | 302.99%-284.8pp |
| Employer contribution / active EE | $15,281 | $3,173+381.6% | $2,587+490.7% | $4,763+220.8% |
| Participant deferral / active EE | $22,750 | $4,600+394.6% | $3,890+484.8% | $5,983+280.2% |
| Admin fee / account holder | $1,890 | $6,159-69.3% | $4,884-61.3% | $11,252-83.2% |