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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 | $639,243 | $183,539+248.3% | $155,556+310.9% | $145,897+338.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.69% | 61.31%-39.6pp | 64.84%-43.1pp | 552.29%-530.6pp |
| Employer contribution / active EE | $1,098 | $5,315-79.4% | $4,675-76.5% | $4,663-76.5% |
| Participant deferral / active EE | $9,250 | $6,467+43.0% | $5,631+64.3% | $6,689+38.3% |
| Admin fee / account holder | $5,842 | $19,275-69.7% | $15,885-63.2% | $13,390-56.4% |