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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 | $1,564,077 | $150,412+939.9% | $120,574+1197.2% | $145,884+972.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 23.55% | 154.50%-131.0pp | 107.42%-83.9pp | 551.85%-528.3pp |
| Employer contribution / active EE | $2,333 | $4,355-46.4% | $3,471-32.8% | $4,662-50.0% |
| Participant deferral / active EE | $20,333 | $6,175+229.3% | $4,996+307.0% | $6,690+204.0% |
| Admin fee / account holder | $2,333 | $12,224-80.9% | $9,445-75.3% | $13,392-82.6% |