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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 | $662,134 | $175,259+277.8% | $149,723+342.2% | $139,487+374.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.74% | 166.82%-124.1pp | 134.50%-91.8pp | 373.84%-331.1pp |
| Employer contribution / active EE | $1,734 | $5,478-68.4% | $4,821-64.0% | $4,755-63.5% |
| Participant deferral / active EE | $20,017 | $6,522+206.9% | $5,682+252.3% | $6,713+198.2% |
| Admin fee / account holder | $1,058 | $16,158-93.5% | $13,215-92.0% | $11,407-90.7% |