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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 | $662,174 | $157,304+321.0% | $141,197+369.0% | $152,909+333.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.74% | 64.34%-49.6pp | 71.41%-56.7pp | 345.46%-330.7pp |
| Employer contribution / active EE | $21,199 | $5,263+302.8% | $4,736+347.6% | $4,764+345.0% |
| Participant deferral / active EE | $15,208 | $7,111+113.9% | $6,710+126.6% | $5,851+159.9% |
| Admin fee / account holder | $1,043 | $12,126-91.4% | $10,265-89.8% | $11,601-91.0% |