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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 | $278,612 | $103,393+169.5% | $87,103+219.9% | $152,909+82.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.57% | 28.10%-3.5pp | 28.19%-3.6pp | 345.46%-320.9pp |
| Employer contribution / active EE | $22,925 | $3,221+611.7% | $2,521+809.2% | $4,764+381.2% |
| Participant deferral / active EE | $12,401 | $4,778+159.5% | $4,049+206.3% | $5,851+111.9% |
| Admin fee / account holder | $17,284 | $12,195+41.7% | $7,491+130.7% | $11,601+49.0% |