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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 | $756,456 | $88,702+752.8% | $81,780+825.0% | $145,978+418.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.99% | 1029.12%-1008.1pp | 776.27%-755.3pp | 550.52%-529.5pp |
| Employer contribution / active EE | $861 | $3,084-72.1% | $2,914-70.5% | $4,662-81.5% |
| Participant deferral / active EE | $5,200 | $4,645+11.9% | $4,321+20.4% | $6,690-22.3% |
| Admin fee / account holder | $15,000 | $8,414+78.3% | $7,384+103.1% | $13,400+11.9% |