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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 | $698,229 | $84,708+724.3% | $75,714+822.2% | $167,536+316.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.43% | 199.62%-185.2pp | 104.62%-90.2pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,200 | $3,231-62.9% | $2,744-56.3% | $4,839-75.2% |
| Participant deferral / active EE | $16,500 | $4,577+260.5% | $3,820+331.9% | $6,342+160.2% |
| Admin fee / account holder | $645 | $5,358-88.0% | $3,619-82.2% | $12,315-94.8% |