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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 | $436,631 | $107,353+306.7% | $92,903+370.0% | $152,885+185.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.98% | 145.62%-117.6pp | 109.43%-81.4pp | 345.39%-317.4pp |
| Employer contribution / active EE | $21,592 | $4,222+411.4% | $3,653+491.1% | $4,763+353.3% |
| Participant deferral / active EE | $21,979 | $4,848+353.4% | $4,238+418.6% | $5,851+275.7% |
| Admin fee / account holder | $1,427 | $7,081-79.9% | $5,795-75.4% | $11,598-87.7% |