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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 | $555,134 | $102,595+441.1% | $94,057+490.2% | $154,746+258.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.97% | 583.42%-563.4pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,639 | $3,147-16.2% | $2,933-10.0% | $4,379-39.7% |
| Participant deferral / active EE | $12,183 | $5,118+138.0% | $4,709+158.7% | $6,730+81.0% |
| Admin fee / account holder | $1,631 | $7,736-78.9% | $7,244-77.5% | $14,365-88.6% |