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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 | $250,224 | $104,924+138.5% | $84,623+195.7% | $152,885+63.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.12% | 373.82%-352.7pp | 258.77%-237.7pp | 345.39%-324.3pp |
| Employer contribution / active EE | $16,250 | $3,302+392.1% | $2,652+512.6% | $4,763+241.2% |
| Participant deferral / active EE | $3,050 | $4,689-34.9% | $3,899-21.8% | $5,851-47.9% |
| Admin fee / account holder | $2,404 | $6,242-61.5% | $4,913-51.1% | $11,598-79.3% |