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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 | $262,151 | $98,766+165.4% | $149,730+75.1% | $79,852+228.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.56% | 27.43%-1.9pp | 276.70%-251.1pp | 31.72%-6.2pp |
| Employer contribution / active EE | $14,401 | $3,217+347.7% | $4,645+210.0% | $2,471+482.8% |
| Participant deferral / active EE | $13,573 | $5,681+138.9% | $6,843+98.4% | $3,740+262.9% |
| Admin fee / account holder | $1,743 | $6,052-71.2% | $9,310-81.3% | $5,306-67.1% |