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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 | $254,666 | $108,912+133.8% | $100,383+153.7% | $145,959+74.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.14% | 57.96%-39.8pp | 49.26%-31.1pp | 561.95%-543.8pp |
| Employer contribution / active EE | $8,700 | $4,423+96.7% | $3,944+120.6% | $4,661+86.7% |
| Participant deferral / active EE | $16,612 | $8,451+96.6% | $8,086+105.4% | $6,689+148.4% |
| Admin fee / account holder | $9,003 | $9,690-7.1% | $7,900+14.0% | $13,398-32.8% |