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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 | $277,135 | $118,708+133.5% | $98,920+180.2% | $158,966+74.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.74% | 372.49%-350.8pp | 196.47%-174.7pp | 302.95%-281.2pp |
| Employer contribution / active EE | $16,849 | $3,334+405.4% | $2,689+526.5% | $4,762+253.8% |
| Participant deferral / active EE | $13,035 | $5,089+156.1% | $4,245+207.1% | $5,983+117.9% |
| Admin fee / account holder | $19,740 | $10,134+94.8% | $6,643+197.2% | $11,250+75.5% |