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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 | $714,497 | $69,248+931.8% | $64,101+1014.7% | $139,466+412.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.53% | 45.95%-26.4pp | 33.72%-14.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,200 | $3,185-62.3% | $2,749-56.3% | $4,754-74.8% |
| Participant deferral / active EE | $16,500 | $4,682+252.4% | $3,881+325.2% | $6,712+145.8% |
| Admin fee / account holder | $520 | $4,247-87.8% | $3,070-83.1% | $11,409-95.4% |