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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 | $265,926 | $72,071+269.0% | $68,368+289.0% | $137,256+93.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.82% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $27,332 | $2,788+880.4% | $2,649+931.8% | $4,156+557.6% |
| Participant deferral / active EE | $13,452 | $4,410+205.0% | $4,123+226.3% | $6,407+110.0% |
| Admin fee / account holder | $9,439 | $5,336+76.9% | $5,150+83.3% | $12,270-23.1% |