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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 | $258,898 | $171,272+51.2% | $127,803+102.6% | $152,897+69.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 18.75% | 23.54%-4.8pp | 26.14%-7.4pp | 345.43%-326.7pp |
| Employer contribution / active EE | $9,008 | $5,451+65.2% | $4,576+96.9% | $4,764+89.1% |
| Participant deferral / active EE | $31,369 | $7,043+345.4% | $6,023+420.8% | $5,851+436.1% |
| Admin fee / account holder | $96,734 | $14,540+565.3% | $9,399+929.2% | $11,599+734.0% |