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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 | $257,977 | $93,345+176.4% | $119,126+116.6% | $87,485+194.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 43.67% | 19.08%+24.6pp | 282.11%-238.4pp | 26.06%+17.6pp |
| Employer contribution / active EE | $8,166 | $3,172+157.5% | $4,034+102.5% | $2,596+214.5% |
| Participant deferral / active EE | $7,009 | $4,099+71.0% | $5,318+31.8% | $4,274+64.0% |
| Admin fee / account holder | $23,450 | $8,039+191.7% | $10,693+119.3% | $7,775+201.6% |