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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 | $452,722 | $108,897+315.7% | $100,378+351.0% | $145,877+210.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 58.17%-45.4pp | 49.41%-36.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,200 | $4,420-72.9% | $3,942-69.6% | $4,663-74.3% |
| Participant deferral / active EE | $17,426 | $8,455+106.1% | $8,087+115.5% | $6,691+160.5% |
| Admin fee / account holder | $111,765 | $9,690+1053.4% | $7,899+1314.9% | $13,402+733.9% |