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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 | $434,272 | $107,368+304.5% | $92,915+367.4% | $152,909+184.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.26% | 145.64%-126.4pp | 109.45%-90.2pp | 345.46%-326.2pp |
| Employer contribution / active EE | $12,656 | $4,222+199.7% | $3,653+246.4% | $4,764+165.7% |
| Participant deferral / active EE | $6,201 | $4,848+27.9% | $4,238+46.3% | $5,851+6.0% |
| Admin fee / account holder | $9,998 | $7,082+41.2% | $5,796+72.5% | $11,601-13.8% |