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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 | $278,745 | $125,190+122.7% | $105,624+163.9% | $145,897+91.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 23.58% | 225.22%-201.6pp | 116.20%-92.6pp | 552.29%-528.7pp |
| Employer contribution / active EE | $1,747 | $3,720-53.0% | $3,168-44.8% | $4,663-62.5% |
| Participant deferral / active EE | $11,977 | $5,716+109.5% | $5,013+138.9% | $6,689+79.0% |
| Admin fee / account holder | $37,682 | $17,138+119.9% | $10,961+243.8% | $13,390+181.4% |