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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 | $842,825 | $180,749+366.3% | $160,784+424.2% | $137,256+514.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.83% | 2234.46%-2209.6pp | 1803.92%-1779.1pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,243 | $4,155-70.1% | $3,733-66.7% | $4,156-70.1% |
| Participant deferral / active EE | $10,453 | $6,844+52.7% | $6,293+66.1% | $6,407+63.2% |
| Admin fee / account holder | $40,897 | $10,397+293.4% | $9,717+320.9% | $12,270+233.3% |