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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 | $853,120 | $183,627+364.6% | $155,602+448.3% | $145,978+484.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,194 | $5,316-77.5% | $4,675-74.5% | $4,662-74.4% |
| Participant deferral / active EE | $2,077 | $6,466-67.9% | $5,629-63.1% | $6,690-68.9% |
| Admin fee / account holder | $397,769 | $19,327+1958.1% | $15,923+2398.0% | $13,400+2868.4% |