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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 | $250,426 | $118,877+110.7% | $96,570+159.3% | $167,536+49.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.66% | 50.50%-35.8pp | 37.79%-23.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $11,847 | $3,121+279.6% | $2,357+402.6% | $4,839+144.8% |
| Participant deferral / active EE | $7,362 | $4,617+59.5% | $3,849+91.3% | $6,342+16.1% |
| Admin fee / account holder | $18,906 | $8,069+134.3% | $6,182+205.8% | $12,315+53.5% |