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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 | $107,368+541.3% | $92,915+641.1% | $152,909+350.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.52% | 145.64%-133.1pp | 109.45%-96.9pp | 345.46%-332.9pp |
| Employer contribution / active EE | $10,653 | $4,222+152.3% | $3,653+191.6% | $4,764+123.6% |
| Participant deferral / active EE | $14,060 | $4,848+190.0% | $4,238+231.8% | $5,851+140.3% |
| Admin fee / account holder | $8,633 | $7,082+21.9% | $5,796+49.0% | $11,601-25.6% |