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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 | $589,453 | $125,237+370.7% | $105,608+458.2% | $145,877+304.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.29% | 225.76%-217.5pp | 116.50%-108.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $3,904 | $3,720+4.9% | $3,167+23.3% | $4,663-16.3% |
| Participant deferral / active EE | $2,997 | $5,711-47.5% | $5,010-40.2% | $6,691-55.2% |
| Admin fee / account holder | $390,777 | $17,287+2160.5% | $11,028+3443.4% | $13,402+2815.8% |