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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 | $1,346,492 | $197,819+580.7% | $155,789+764.3% | $125,389+973.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.47% | 86.73%-85.3pp | 71.54%-70.1pp | 282.24%-280.8pp |
| Employer contribution / active EE | $21,750 | $4,850+348.4% | $3,839+466.6% | $4,866+347.0% |
| Participant deferral / active EE | $12,000 | $5,631+113.1% | $4,798+150.1% | $5,352+124.2% |
| Admin fee / account holder | $3,358 | $9,544-64.8% | $7,477-55.1% | $9,541-64.8% |