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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 | $268,246 | $105,856+153.4% | $90,161+197.5% | $147,586+81.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.35% | 37.63%-22.3pp | 34.89%-19.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $11,822 | $4,126+186.5% | $3,318+256.3% | $4,876+142.4% |
| Participant deferral / active EE | $12,666 | $5,733+120.9% | $5,287+139.5% | $5,439+132.9% |
| Admin fee / account holder | $1,755 | $8,046-78.2% | $5,943-70.5% | $10,886-83.9% |