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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 | $261,228 | $148,629+75.8% | $135,982+92.1% | $139,487+87.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.56% | 79.33%-63.8pp | 68.32%-52.8pp | 373.84%-358.3pp |
| Employer contribution / active EE | $17,594 | $5,247+235.3% | $4,859+262.1% | $4,755+270.0% |
| Participant deferral / active EE | $14,266 | $8,102+76.1% | $7,760+83.8% | $6,713+112.5% |
| Admin fee / account holder | $16,987 | $12,406+36.9% | $10,767+57.8% | $11,407+48.9% |