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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 | $687,784 | $107,368+540.6% | $92,915+640.2% | $152,909+349.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.24% | 145.64%-126.4pp | 109.45%-90.2pp | 345.46%-326.2pp |
| Employer contribution / active EE | $12,064 | $4,222+185.7% | $3,653+230.2% | $4,764+153.2% |
| Participant deferral / active EE | $5,896 | $4,848+21.6% | $4,238+39.1% | $5,851+0.8% |
| Admin fee / account holder | $20,000 | $7,082+182.4% | $5,796+245.1% | $11,601+72.4% |