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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 | $492,948 | $107,368+359.1% | $92,915+430.5% | $152,909+222.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.86% | 145.64%-125.8pp | 109.45%-89.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $22,656 | $4,222+436.6% | $3,653+520.1% | $4,764+375.6% |
| Participant deferral / active EE | $3,315 | $4,848-31.6% | $4,238-21.8% | $5,851-43.3% |
| Admin fee / account holder | $30,618 | $7,082+332.3% | $5,796+428.3% | $11,601+163.9% |