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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 | $426,701 | $156,897+172.0% | $121,147+252.2% | $139,427+206.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 1475.10%-1463.0pp | 986.30%-974.2pp | 373.27%-361.1pp |
| Employer contribution / active EE | $4,771 | $5,539-13.9% | $4,166+14.5% | $4,752+0.4% |
| Participant deferral / active EE | $22,891 | $4,846+372.3% | $4,081+460.9% | $6,711+241.1% |
| Admin fee / account holder | $10,359 | $6,948+49.1% | $5,646+83.5% | $11,404-9.2% |