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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 | $272,047 | $107,368+153.4% | $92,915+192.8% | $152,909+77.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.01% | 145.64%-127.6pp | 109.45%-91.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $15,520 | $4,222+267.6% | $3,653+324.8% | $4,764+225.8% |
| Participant deferral / active EE | $7,840 | $4,848+61.7% | $4,238+85.0% | $5,851+34.0% |
| Admin fee / account holder | $37,608 | $7,082+431.0% | $5,796+548.9% | $11,601+224.2% |