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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 | $293,156 | $154,209+90.1% | $130,062+125.4% | $139,487+110.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.40% | 32.52%-18.1pp | -137.37%+151.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $10,141 | $5,292+91.6% | $4,322+134.6% | $4,755+113.3% |
| Participant deferral / active EE | $8,138 | $6,709+21.3% | $5,821+39.8% | $6,713+21.2% |
| Admin fee / account holder | $20,451 | $13,988+46.2% | $10,601+92.9% | $11,407+79.3% |