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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 | $639,568 | $107,353+495.8% | $92,903+588.4% | $152,885+318.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.76% | 145.62%-126.9pp | 109.43%-90.7pp | 345.39%-326.6pp |
| Employer contribution / active EE | $25,995 | $4,222+515.7% | $3,653+611.6% | $4,763+445.8% |
| Participant deferral / active EE | $3,549 | $4,848-26.8% | $4,238-16.2% | $5,851-39.3% |
| Admin fee / account holder | $3,742 | $7,081-47.2% | $5,795-35.4% | $11,598-67.7% |