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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 | $940,017 | $166,242+465.5% | $165,071+469.5% | $145,884+544.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 29.80% | 100.44%-70.6pp | 70.17%-40.4pp | 551.85%-522.1pp |
| Employer contribution / active EE | $2,388 | $5,283-54.8% | $4,347-45.1% | $4,662-48.8% |
| Participant deferral / active EE | $7,800 | $6,964+12.0% | $6,035+29.2% | $6,690+16.6% |
| Admin fee / account holder | $714 | $16,658-95.7% | $12,695-94.4% | $13,392-94.7% |