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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 | $421,797 | $81,668+416.5% | $58,507+620.9% | $139,487+202.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.68% | 7430.07%-7418.4pp | 4252.32%-4240.6pp | 373.84%-362.2pp |
| Employer contribution / active EE | $1,573 | $1,398+12.5% | $1,053+49.3% | $4,755-66.9% |
| Participant deferral / active EE | $1,147 | $2,554-55.1% | $1,922-40.3% | $6,713-82.9% |
| Admin fee / account holder | $2,628 | $3,212-18.2% | $2,486+5.7% | $11,407-77.0% |