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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 | $688,555 | $107,341+541.5% | $92,897+641.2% | $152,870+350.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.52% | 145.59%-133.1pp | 109.42%-96.9pp | 345.34%-332.8pp |
| Employer contribution / active EE | $10,653 | $4,221+152.4% | $3,653+191.6% | $4,763+123.7% |
| Participant deferral / active EE | $14,060 | $4,847+190.1% | $4,238+231.8% | $5,850+140.3% |
| Admin fee / account holder | $8,633 | $7,080+21.9% | $5,794+49.0% | $11,597-25.6% |