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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 | $284,752 | $171,272+66.3% | $127,803+122.8% | $152,909+86.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 21.68% | 23.54%-1.9pp | 26.14%-4.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $21,796 | $5,451+299.8% | $4,576+376.4% | $4,764+357.5% |
| Participant deferral / active EE | $5,564 | $7,043-21.0% | $6,023-7.6% | $5,851-4.9% |
| Admin fee / account holder | $140,036 | $14,540+863.1% | $9,399+1390.0% | $11,601+1107.1% |